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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,230 | $160,070+40.1% | $147,117+52.4% | $145,897+53.7% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 12.07% | 98.69%-86.6pp | 420.54%-408.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $13,163 | $5,285+149.1% | $4,932+166.9% | $4,663+182.3% |
| Participant deferral / active EE | $6,899 | $8,419-18.1% | $8,065-14.5% | $6,689+3.1% |
| Admin fee / account holder | $91 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |