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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,975 | $166,131+27.6% | $164,975+28.5% | $145,877+45.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 20.38% | 100.37%-80.0pp | 70.12%-49.7pp | 551.28%-530.9pp |
| Employer contribution / active EE | $5,036 | $5,276-4.5% | $4,343+16.0% | $4,663+8.0% |
| Participant deferral / active EE | $14,152 | $6,962+103.3% | $6,033+134.5% | $6,691+111.5% |
| Admin fee / account holder | $7 | $16,648-100.0% | $12,688-99.9% | $13,402-99.9% |