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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,129 | $183,592+28.6% | $155,574+51.8% | $145,877+61.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.24% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $3,693 | $5,317-30.5% | $4,676-21.0% | $4,663-20.8% |
| Participant deferral / active EE | $8,580 | $6,466+32.7% | $5,629+52.4% | $6,691+28.2% |
| Admin fee / account holder | $1 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |