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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,424 | $165,361+11.5% | $149,715+23.2% | $158,950+16.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 30.68% | 348.24%-317.6pp | 276.66%-246.0pp | 302.91%-272.2pp |
| Employer contribution / active EE | $4,198 | $5,103-17.7% | $4,645-9.6% | $4,762-11.8% |
| Participant deferral / active EE | $5,711 | $7,182-20.5% | $6,842-16.5% | $5,983-4.5% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |