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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,552 | $183,539+13.1% | $155,556+33.4% | $145,897+42.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.68% | 61.31%-47.6pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $9,392 | $5,315+76.7% | $4,675+100.9% | $4,663+101.4% |
| Participant deferral / active EE | $7,456 | $6,467+15.3% | $5,631+32.4% | $6,689+11.5% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |