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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,505 | $157,296+11.6% | $141,191+24.3% | $152,897+14.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 23.16% | 64.34%-41.2pp | 71.41%-48.2pp | 345.43%-322.3pp |
| Employer contribution / active EE | $4,446 | $5,262-15.5% | $4,736-6.1% | $4,764-6.7% |
| Participant deferral / active EE | $8,442 | $7,111+18.7% | $6,710+25.8% | $5,851+44.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |