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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,049 | $159,934+55.1% | $147,005+68.7% | $145,959+69.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 11.95% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $14,389 | $5,287+172.1% | $4,934+191.6% | $4,661+208.7% |
| Participant deferral / active EE | $8,899 | $8,427+5.6% | $8,070+10.3% | $6,689+33.1% |
| Admin fee / account holder | $91 | $15,053-99.4% | $13,006-99.3% | $13,398-99.3% |