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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,647 | $169,237+2.6% | $129,339+34.3% | $145,978+19.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.19% | 14364.43%-14349.2pp | 9437.05%-9421.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $6,543 | $5,540+18.1% | $4,154+57.5% | $4,662+40.3% |
| Participant deferral / active EE | $14,475 | $4,991+190.0% | $4,170+247.1% | $6,690+116.4% |
| Admin fee / account holder | $20 | $9,882-99.8% | $7,668-99.7% | $13,400-99.9% |