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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,442 | $165,381+26.0% | $149,730+39.2% | $158,966+31.1% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 21.26% | 348.29%-327.0pp | 276.70%-255.4pp | 302.95%-281.7pp |
| Employer contribution / active EE | $6,210 | $5,104+21.7% | $4,645+33.7% | $4,762+30.4% |
| Participant deferral / active EE | $13,312 | $7,182+85.3% | $6,843+94.5% | $5,983+122.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |