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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,377 | $125,237+24.1% | $105,608+47.1% | $145,877+6.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.01% | 225.76%-213.7pp | 116.50%-104.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $3,294 | $3,720-11.5% | $3,167+4.0% | $4,663-29.3% |
| Participant deferral / active EE | $10,375 | $5,711+81.7% | $5,010+107.1% | $6,691+55.1% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |