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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,857 | $184,000+30.9% | $162,185+48.5% | $152,909+57.5% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.6%+8.3pp | 82.5%+13.4pp |
| Annual return | 21.78% | 150.80%-129.0pp | 115.61%-93.8pp | 345.46%-323.7pp |
| Employer contribution / active EE | $4,576 | $6,370-28.2% | $5,613-18.5% | $4,764-3.9% |
| Participant deferral / active EE | $12,385 | $8,033+54.2% | $7,297+69.7% | $5,851+111.7% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |