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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,124 | $172,111+40.7% | $150,298+61.1% | $137,256+76.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.86% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,926 | $4,636-36.9% | $4,154-29.6% | $4,156-29.6% |
| Participant deferral / active EE | $8,292 | $6,166+34.5% | $5,453+52.1% | $6,407+29.4% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |