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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,897 | $160,070+35.5% | $147,117+47.4% | $145,897+48.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.40% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $7,532 | $5,285+42.5% | $4,932+52.7% | $4,663+61.5% |
| Participant deferral / active EE | $6,064 | $8,419-28.0% | $8,065-24.8% | $6,689-9.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |