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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,375 | $209,422+9.0% | $178,503+27.9% | $158,982+43.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 13.55% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.4pp |
| Employer contribution / active EE | $2,463 | $5,707-56.8% | $5,011-50.8% | $4,763-48.3% |
| Participant deferral / active EE | $6,800 | $5,955+14.2% | $5,202+30.7% | $5,983+13.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |