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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,124 | $185,312+30.7% | $161,489+49.9% | $154,746+56.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 12.86% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,926 | $4,769-38.7% | $4,268-31.5% | $4,379-33.2% |
| Participant deferral / active EE | $8,292 | $6,350+30.6% | $5,630+47.3% | $6,730+23.2% |
| Admin fee / account holder | $5 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |