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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,116 | $165,399+26.4% | $149,745+39.6% | $158,982+31.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 20.19% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $6,268 | $5,105+22.8% | $4,646+34.9% | $4,763+31.6% |
| Participant deferral / active EE | $7,158 | $7,183-0.3% | $6,843+4.6% | $5,983+19.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |