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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,931 | $165,381+20.9% | $149,730+33.5% | $158,966+25.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.52% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.4pp |
| Employer contribution / active EE | $2,620 | $5,104-48.7% | $4,645-43.6% | $4,762-45.0% |
| Participant deferral / active EE | $13,975 | $7,182+94.6% | $6,843+104.2% | $5,983+133.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |