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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,230 | $160,040+18.9% | $147,096+29.3% | $145,877+30.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.70% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $11,277 | $5,289+113.2% | $4,936+128.5% | $4,663+141.8% |
| Participant deferral / active EE | $13,845 | $8,429+64.3% | $8,071+71.5% | $6,691+106.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |