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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,712 | $160,040+24.8% | $147,096+35.8% | $145,877+36.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 22.54% | 98.49%-76.0pp | 419.75%-397.2pp | 551.28%-528.7pp |
| Employer contribution / active EE | $11,989 | $5,289+126.7% | $4,936+142.9% | $4,663+157.1% |
| Participant deferral / active EE | $14,274 | $8,429+69.3% | $8,071+76.9% | $6,691+113.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |