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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,546 | $176,120+33.7% | $159,487+47.7% | $167,553+40.6% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.21% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $4,408 | $5,299-16.8% | $4,831-8.8% | $4,840-8.9% |
| Participant deferral / active EE | $13,232 | $7,752+70.7% | $7,354+79.9% | $6,343+108.6% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |