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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,647 | $169,161+2.7% | $129,295+34.3% | $145,959+19.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.19% | 14348.07%-14332.9pp | 9429.28%-9414.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $6,543 | $5,543+18.0% | $4,157+57.4% | $4,661+40.4% |
| Participant deferral / active EE | $14,475 | $4,989+190.1% | $4,169+247.2% | $6,689+116.4% |
| Admin fee / account holder | $20 | $9,878-99.8% | $7,665-99.7% | $13,398-99.9% |