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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,564 | $160,070+40.3% | $147,117+52.6% | $145,897+53.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.42% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,346 | $5,285-55.6% | $4,932-52.4% | $4,663-49.7% |
| Participant deferral / active EE | $2,968 | $8,419-64.7% | $8,065-63.2% | $6,689-55.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |