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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,828 | $172,111+43.4% | $150,298+64.2% | $137,256+79.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.33% | 69.37%-55.0pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,896 | $4,636+27.2% | $4,154+41.9% | $4,156+41.9% |
| Participant deferral / active EE | $3,056 | $6,166-50.4% | $5,453-44.0% | $6,407-52.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |