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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,177 | $160,070+17.6% | $147,117+27.9% | $145,897+29.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.90% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,350 | $5,285-55.5% | $4,932-52.4% | $4,663-49.6% |
| Participant deferral / active EE | $16,183 | $8,419+92.2% | $8,065+100.7% | $6,689+141.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |