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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,001 | $197,637-0.8% | $177,848+10.2% | $158,982+23.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 15.63% | 58.77%-43.1pp | 48.33%-32.7pp | 302.99%-287.4pp |
| Employer contribution / active EE | $9,658 | $6,698+44.2% | $5,919+63.2% | $4,763+102.8% |
| Participant deferral / active EE | $9,531 | $8,405+13.4% | $7,714+23.6% | $5,983+59.3% |
| Admin fee / account holder | $27 | $15,406-99.8% | $12,431-99.8% | $11,252-99.8% |