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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,695 | $183,516+2.3% | $155,534+20.7% | $145,884+28.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 25.24% | 61.43%-36.2pp | 64.92%-39.7pp | 551.85%-526.6pp |
| Employer contribution / active EE | $9,540 | $5,315+79.5% | $4,675+104.1% | $4,662+104.6% |
| Participant deferral / active EE | $8,187 | $6,467+26.6% | $5,630+45.4% | $6,690+22.4% |
| Admin fee / account holder | $11 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |