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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,239 | $148,623+46.8% | $135,974+60.5% | $139,466+56.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 18.51% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,872 | $5,246-64.3% | $4,859-61.5% | $4,754-60.6% |
| Participant deferral / active EE | $9,902 | $8,103+22.2% | $7,760+27.6% | $6,712+47.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |