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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,230 | $160,070+18.8% | $147,117+29.3% | $145,897+30.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.70% | 98.69%-82.0pp | 420.54%-403.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $11,277 | $5,285+113.4% | $4,932+128.6% | $4,663+141.9% |
| Participant deferral / active EE | $13,845 | $8,419+64.4% | $8,065+71.7% | $6,689+107.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |