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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,162 | $160,070+33.8% | $147,117+45.6% | $145,897+46.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.70% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $4,676 | $5,285-11.5% | $4,932-5.2% | $4,663+0.3% |
| Participant deferral / active EE | $3,708 | $8,419-56.0% | $8,065-54.0% | $6,689-44.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |