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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,883 | $148,623+41.9% | $135,974+55.1% | $139,466+51.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 12.80% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $11,381 | $5,246+116.9% | $4,859+134.2% | $4,754+139.4% |
| Participant deferral / active EE | $21,857 | $8,103+169.7% | $7,760+181.7% | $6,712+225.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |