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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,377 | $125,190+24.1% | $105,624+47.1% | $145,897+6.5% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.01% | 225.22%-213.2pp | 116.20%-104.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,294 | $3,720-11.4% | $3,168+4.0% | $4,663-29.3% |
| Participant deferral / active EE | $10,375 | $5,716+81.5% | $5,013+107.0% | $6,689+55.1% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |