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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,975 | $166,268+27.5% | $165,100+28.4% | $145,897+45.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 20.38% | 100.52%-80.1pp | 70.21%-49.8pp | 552.29%-531.9pp |
| Employer contribution / active EE | $5,036 | $5,284-4.7% | $4,348+15.8% | $4,663+8.0% |
| Participant deferral / active EE | $14,152 | $6,964+103.2% | $6,035+134.5% | $6,689+111.6% |
| Admin fee / account holder | $7 | $16,659-100.0% | $12,696-99.9% | $13,390-99.9% |