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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,584 | $160,040+52.2% | $147,096+65.6% | $145,877+67.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.88% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $5,339 | $5,289+0.9% | $4,936+8.2% | $4,663+14.5% |
| Participant deferral / active EE | $10,374 | $8,429+23.1% | $8,071+28.5% | $6,691+55.1% |
| Admin fee / account holder | $282 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |