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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,411 | $175,231+34.3% | $149,696+57.3% | $139,466+68.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.94% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $4,640 | $5,478-15.3% | $4,821-3.8% | $4,754-2.4% |
| Participant deferral / active EE | $10,643 | $6,521+63.2% | $5,682+87.3% | $6,712+58.6% |
| Admin fee / account holder | $147 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |