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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,189 | $159,978+47.0% | $147,041+59.9% | $145,978+61.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.59% | 98.36%-82.8pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $4,946 | $5,288-6.5% | $4,935+0.2% | $4,662+6.1% |
| Participant deferral / active EE | $14,410 | $8,429+71.0% | $8,071+78.5% | $6,690+115.4% |
| Admin fee / account holder | $23 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |