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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,574 | $217,432+6.5% | $185,849+24.6% | $167,536+38.2% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 16.68% | 148.42%-131.7pp | 122.10%-105.4pp | 478.82%-462.1pp |
| Employer contribution / active EE | $4,842 | $5,875-17.6% | $5,169-6.3% | $4,839+0.1% |
| Participant deferral / active EE | $9,412 | $6,357+48.0% | $5,569+69.0% | $6,342+48.4% |
| Admin fee / account holder | $25 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |