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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,167 | $198,457+25.0% | $170,435+45.6% | $147,586+68.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.11% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $5,381 | $6,183-13.0% | $5,432-0.9% | $4,876+10.4% |
| Participant deferral / active EE | $7,194 | $5,629+27.8% | $4,939+45.6% | $5,439+32.3% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |