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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,060 | $160,028+42.5% | $147,080+55.1% | $145,884+56.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.97% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $3,001 | $5,286-43.2% | $4,933-39.2% | $4,662-35.6% |
| Participant deferral / active EE | $8,778 | $8,422+4.2% | $8,066+8.8% | $6,690+31.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |