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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,858 | $160,028+28.0% | $147,080+39.3% | $145,884+40.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 25.35% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.5pp |
| Employer contribution / active EE | $11,331 | $5,286+114.4% | $4,933+129.7% | $4,662+143.0% |
| Participant deferral / active EE | $3,538 | $8,422-58.0% | $8,066-56.1% | $6,690-47.1% |
| Admin fee / account holder | $54 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |