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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,175 | $157,296+56.5% | $141,191+74.4% | $152,897+61.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 16.82% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $11,279 | $5,262+114.3% | $4,736+138.1% | $4,764+136.8% |
| Participant deferral / active EE | $6,989 | $7,111-1.7% | $6,710+4.2% | $5,851+19.4% |
| Admin fee / account holder | $25 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |