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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,668 | $183,592+6.6% | $155,574+25.8% | $145,877+34.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 49.29% | 61.37%-12.1pp | 64.87%-15.6pp | 551.28%-502.0pp |
| Employer contribution / active EE | $5,427 | $5,317+2.1% | $4,676+16.1% | $4,663+16.4% |
| Participant deferral / active EE | $7,167 | $6,466+10.8% | $5,629+27.3% | $6,691+7.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |