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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,129 | $183,539+28.7% | $155,556+51.8% | $145,897+61.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.24% | 61.31%-44.1pp | 64.84%-47.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,693 | $5,315-30.5% | $4,675-21.0% | $4,663-20.8% |
| Participant deferral / active EE | $8,580 | $6,467+32.7% | $5,631+52.4% | $6,689+28.3% |
| Admin fee / account holder | $1 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |