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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,828 | $174,379+41.5% | $152,093+62.3% | $138,895+77.7% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 14.33% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $5,896 | $4,652+26.7% | $4,175+41.2% | $4,194+40.6% |
| Participant deferral / active EE | $3,056 | $6,159-50.4% | $5,451-43.9% | $6,396-52.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |