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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,945 | $183,516+23.7% | $155,534+45.9% | $145,884+55.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.55% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $5,494 | $5,315+3.4% | $4,675+17.5% | $4,662+17.8% |
| Participant deferral / active EE | $11,486 | $6,467+77.6% | $5,630+104.0% | $6,690+71.7% |
| Admin fee / account holder | $97 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |