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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,444 | $160,028+49.0% | $147,080+62.1% | $145,884+63.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.57% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $9,589 | $5,286+81.4% | $4,933+94.4% | $4,662+105.7% |
| Participant deferral / active EE | $6,118 | $8,422-27.4% | $8,066-24.2% | $6,690-8.6% |
| Admin fee / account holder | $151 | $15,030-99.0% | $12,989-98.8% | $13,392-98.9% |