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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,812 | $175,231+2.6% | $149,696+20.1% | $139,466+28.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 25.77% | 166.77%-141.0pp | 134.46%-108.7pp | 373.66%-347.9pp |
| Employer contribution / active EE | $9,241 | $5,478+68.7% | $4,821+91.7% | $4,754+94.4% |
| Participant deferral / active EE | $6,707 | $6,521+2.8% | $5,682+18.0% | $6,712-0.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |