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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,638 | $183,592+22.4% | $155,567+44.4% | $145,959+53.9% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.65% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $7,988 | $5,315+50.3% | $4,674+70.9% | $4,661+71.4% |
| Participant deferral / active EE | $4,340 | $6,464-32.9% | $5,628-22.9% | $6,689-35.1% |
| Admin fee / account holder | $5 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |