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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,595 | $160,070+44.1% | $147,117+56.7% | $145,897+58.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.46% | 98.69%-82.2pp | 420.54%-404.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $9,579 | $5,285+81.3% | $4,932+94.2% | $4,663+105.4% |
| Participant deferral / active EE | $8,314 | $8,419-1.2% | $8,065+3.1% | $6,689+24.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |