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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,658 | $175,231+39.6% | $149,696+63.4% | $139,466+75.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.47% | 166.77%-148.3pp | 134.46%-116.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,385 | $5,478-56.5% | $4,821-50.5% | $4,754-49.8% |
| Participant deferral / active EE | $8,940 | $6,521+37.1% | $5,682+57.3% | $6,712+33.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |