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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,357 | $165,399+2.4% | $149,745+13.1% | $158,982+6.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 21.52% | 348.34%-326.8pp | 276.72%-255.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $7,717 | $5,105+51.2% | $4,646+66.1% | $4,763+62.0% |
| Participant deferral / active EE | $8,183 | $7,183+13.9% | $6,843+19.6% | $5,983+36.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |