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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,756 | $183,592+14.8% | $155,567+35.5% | $145,959+44.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.77% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,213 | $5,315-77.2% | $4,674-74.1% | $4,661-74.0% |
| Participant deferral / active EE | $10,952 | $6,464+69.4% | $5,628+94.6% | $6,689+63.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |