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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,507 | $129,737+22.2% | $119,126+33.1% | $154,746+2.4% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 18.65% | 379.08%-360.4pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,012 | $4,375-31.2% | $4,034-25.3% | $4,379-31.2% |
| Participant deferral / active EE | $8,471 | $5,842+45.0% | $5,318+59.3% | $6,730+25.9% |
| Admin fee / account holder | $29 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |