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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,060 | $160,040+42.5% | $147,096+55.0% | $145,877+56.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.97% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $3,001 | $5,289-43.3% | $4,936-39.2% | $4,663-35.6% |
| Participant deferral / active EE | $8,778 | $8,429+4.1% | $8,071+8.8% | $6,691+31.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |