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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,889 | $157,276+58.9% | $141,177+77.0% | $152,885+63.4% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 27.89% | 64.33%-36.4pp | 71.40%-43.5pp | 345.39%-317.5pp |
| Employer contribution / active EE | $7,581 | $5,262+44.1% | $4,736+60.1% | $4,763+59.2% |
| Participant deferral / active EE | $7,755 | $7,110+9.1% | $6,710+15.6% | $5,851+32.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |