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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,749 | $198,462+23.8% | $170,439+44.2% | $147,585+66.5% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 40.24% | 257.30%-217.1pp | 205.94%-165.7pp | 578.58%-538.3pp |
| Employer contribution / active EE | $1,991 | $6,184-67.8% | $5,433-63.3% | $4,876-59.2% |
| Participant deferral / active EE | $5,067 | $5,629-10.0% | $4,939+2.6% | $5,439-6.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |