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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,033 | $148,629+26.5% | $135,982+38.3% | $139,487+34.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.56% | 79.33%-56.8pp | 68.32%-45.8pp | 373.84%-351.3pp |
| Employer contribution / active EE | $4,051 | $5,247-22.8% | $4,859-16.6% | $4,755-14.8% |
| Participant deferral / active EE | $12,729 | $8,102+57.1% | $7,760+64.0% | $6,713+89.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |