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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,298 | $157,296+2.5% | $141,191+14.2% | $152,897+5.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 19.96% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $13,680 | $5,262+160.0% | $4,736+188.9% | $4,764+187.2% |
| Participant deferral / active EE | $3,772 | $7,111-47.0% | $6,710-43.8% | $5,851-35.5% |
| Admin fee / account holder | $240 | $12,125-98.0% | $10,264-97.7% | $11,599-97.9% |