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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,081 | $176,120+28.9% | $159,487+42.4% | $167,553+35.5% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 13.99% | 331.95%-318.0pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $10,915 | $5,299+106.0% | $4,831+125.9% | $4,840+125.5% |
| Participant deferral / active EE | $16,103 | $7,752+107.7% | $7,354+119.0% | $6,343+153.9% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |