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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,154 | $183,592+22.6% | $155,574+44.7% | $145,877+54.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.56% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $5,714 | $5,317+7.5% | $4,676+22.2% | $4,663+22.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |