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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,536 | $160,070+8.4% | $147,117+18.0% | $145,897+18.9% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 58.11% | 98.69%-40.6pp | 420.54%-362.4pp | 552.29%-494.2pp |
| Employer contribution / active EE | $3,366 | $5,285-36.3% | $4,932-31.8% | $4,663-27.8% |
| Participant deferral / active EE | $8,819 | $8,419+4.7% | $8,065+9.4% | $6,689+31.8% |
| Admin fee / account holder | -$758 | $15,035-105.0% | $12,993-105.8% | $13,390-105.7% |