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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,524 | $198,470-46.3% | $170,444-37.5% | $147,585-27.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.08% | 257.30%-242.2pp | 205.94%-190.9pp | 578.56%-563.5pp |
| Employer contribution / active EE | $9,214 | $6,184+49.0% | $5,433+69.6% | $4,876+89.0% |
| Participant deferral / active EE | $9,243 | $5,629+64.2% | $4,939+87.1% | $5,439+70.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |