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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,678 | $114,119+88.1% | $107,187+100.3% | $138,895+54.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 19.94% | 273.21%-253.3pp | 204.55%-184.6pp | 145.39%-125.5pp |
| Employer contribution / active EE | $5,530 | $4,059+36.2% | $3,782+46.2% | $4,194+31.8% |
| Participant deferral / active EE | $6,134 | $5,538+10.8% | $5,096+20.4% | $6,396-4.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |