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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,324 | $176,105+5.2% | $159,474+16.2% | $167,536+10.6% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.06% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,499 | $5,299-52.8% | $4,831-48.3% | $4,839-48.4% |
| Participant deferral / active EE | $6,793 | $7,751-12.4% | $7,353-7.6% | $6,342+7.1% |
| Admin fee / account holder | $6 | $12,559-100.0% | $10,802-99.9% | $12,315-99.9% |