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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,310 | $183,516+31.5% | $155,534+55.1% | $145,884+65.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.23% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,892 | $6,467+68.4% | $5,630+93.4% | $6,690+62.8% |
| Admin fee / account holder | $251 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |