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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,072 | $168,635-8.0% | $147,617+5.1% | $125,389+23.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 50.41% | 77.65%-27.2pp | 61.98%-11.6pp | 282.24%-231.8pp |
| Employer contribution / active EE | $5,425 | $6,252-13.2% | $5,564-2.5% | $4,866+11.5% |
| Participant deferral / active EE | $5,157 | $5,507-6.3% | $4,895+5.3% | $5,352-3.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |