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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,744 | $196,972+10.0% | $182,262+18.9% | $198,609+9.1% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 22.67% | 158.27%-135.6pp | 140.60%-117.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $8,009 | $5,364+49.3% | $5,046+58.7% | $5,055+58.4% |
| Participant deferral / active EE | $8,897 | $8,643+2.9% | $8,276+7.5% | $6,977+27.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |