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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,105 | $175,257+19.3% | $149,717+39.7% | $139,456+49.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 24.41% | 166.70%-142.3pp | 134.41%-110.0pp | 373.45%-349.0pp |
| Employer contribution / active EE | $4,226 | $5,477-22.8% | $4,820-12.3% | $4,753-11.1% |
| Participant deferral / active EE | $6,212 | $6,521-4.7% | $5,682+9.3% | $6,711-7.4% |
| Admin fee / account holder | $194 | $16,156-98.8% | $13,213-98.5% | $11,407-98.3% |