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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,540 | $129,737+77.7% | $119,126+93.5% | $154,746+49.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 19.97% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,025 | $4,375-53.7% | $4,034-49.8% | $4,379-53.8% |
| Participant deferral / active EE | $7,560 | $5,842+29.4% | $5,318+42.2% | $6,730+12.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |