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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,156 | $160,028+18.2% | $147,080+28.6% | $145,884+29.7% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.81% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,744 | $5,286-29.2% | $4,933-24.1% | $4,662-19.7% |
| Participant deferral / active EE | $8,999 | $8,422+6.8% | $8,066+11.6% | $6,690+34.5% |
| Admin fee / account holder | $29 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |