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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,415 | $160,070-2.9% | $147,117+5.6% | $145,897+6.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 33.21% | 98.69%-65.5pp | 420.54%-387.3pp | 552.29%-519.1pp |
| Employer contribution / active EE | $5,839 | $5,285+10.5% | $4,932+18.4% | $4,663+25.2% |
| Participant deferral / active EE | $15,397 | $8,419+82.9% | $8,065+90.9% | $6,689+130.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |