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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,039 | $160,040+31.9% | $147,096+43.5% | $145,877+44.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.42% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $25,693 | $5,289+385.7% | $4,936+420.5% | $4,663+451.0% |
| Participant deferral / active EE | $15,021 | $8,429+78.2% | $8,071+86.1% | $6,691+124.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |