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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,377 | $126,519+22.8% | $106,201+46.3% | $145,959+6.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.01% | 225.10%-213.1pp | 116.26%-104.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,294 | $3,726-11.6% | $3,170+3.9% | $4,661-29.3% |
| Participant deferral / active EE | $10,375 | $5,716+81.5% | $5,012+107.0% | $6,689+55.1% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |