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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,849 | $160,070+18.0% | $147,117+28.4% | $145,897+29.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.47% | 98.69%-82.2pp | 420.54%-404.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $4,514 | $5,285-14.6% | $4,932-8.5% | $4,663-3.2% |
| Participant deferral / active EE | $12,622 | $8,419+49.9% | $8,065+56.5% | $6,689+88.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |