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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,189 | $160,028+47.0% | $147,080+59.9% | $145,884+61.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.59% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,946 | $5,286-6.4% | $4,933+0.2% | $4,662+6.1% |
| Participant deferral / active EE | $14,410 | $8,422+71.1% | $8,066+78.6% | $6,690+115.4% |
| Admin fee / account holder | $23 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |