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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,339 | $125,190+60.8% | $105,624+90.6% | $145,897+38.0% |
| Participation rate | 78.3% | 77.6%+0.6pp | 75.3%+3.0pp | 80.3%-2.0pp |
| Annual return | 9.98% | 225.22%-215.2pp | 116.20%-106.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $3,415 | $3,720-8.2% | $3,168+7.8% | $4,663-26.8% |
| Participant deferral / active EE | $5,954 | $5,716+4.2% | $5,013+18.8% | $6,689-11.0% |
| Admin fee / account holder | $1 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |