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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,060 | $160,070+42.5% | $147,117+55.0% | $145,897+56.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.97% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $3,001 | $5,285-43.2% | $4,932-39.2% | $4,663-35.6% |
| Participant deferral / active EE | $8,778 | $8,419+4.3% | $8,065+8.8% | $6,689+31.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |