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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,120 | $226,105+2.7% | $182,540+27.2% | $152,897+51.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 24.96% | 192.58%-167.6pp | 148.58%-123.6pp | 345.43%-320.5pp |
| Employer contribution / active EE | $3,584 | $4,978-28.0% | $4,076-12.1% | $4,764-24.8% |
| Participant deferral / active EE | $7,914 | $6,370+24.2% | $5,525+43.2% | $5,851+35.3% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |