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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,724 | $196,972+13.1% | $182,262+22.2% | $198,609+12.1% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 10.25% | 158.27%-148.0pp | 140.60%-130.3pp | 202.70%-192.4pp |
| Employer contribution / active EE | $5,228 | $5,364-2.5% | $5,046+3.6% | $5,055+3.4% |
| Participant deferral / active EE | $11,978 | $8,643+38.6% | $8,276+44.7% | $6,977+71.7% |
| Admin fee / account holder | $256 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |