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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,529 | $148,629+10.0% | $135,982+20.3% | $139,487+17.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.07% | 79.33%-60.3pp | 68.32%-49.3pp | 373.84%-354.8pp |
| Employer contribution / active EE | $2,676 | $5,247-49.0% | $4,859-44.9% | $4,755-43.7% |
| Participant deferral / active EE | $10,379 | $8,102+28.1% | $7,760+33.7% | $6,713+54.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |