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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,415 | $176,105+23.5% | $159,474+36.3% | $167,536+29.8% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.25% | 331.91%-319.7pp | 263.68%-251.4pp | 478.82%-466.6pp |
| Employer contribution / active EE | $1,977 | $5,299-62.7% | $4,831-59.1% | $4,839-59.1% |
| Participant deferral / active EE | $9,861 | $7,751+27.2% | $7,353+34.1% | $6,342+55.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |