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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,154 | $183,516+22.7% | $155,534+44.8% | $145,884+54.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.56% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $5,714 | $5,315+7.5% | $4,675+22.2% | $4,662+22.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |