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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,668 | $183,516+6.6% | $155,534+25.8% | $145,884+34.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 49.29% | 61.43%-12.1pp | 64.92%-15.6pp | 551.85%-502.6pp |
| Employer contribution / active EE | $5,427 | $5,315+2.1% | $4,675+16.1% | $4,662+16.4% |
| Participant deferral / active EE | $7,167 | $6,467+10.8% | $5,630+27.3% | $6,690+7.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |