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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,592 | $196,972+21.1% | $182,262+30.9% | $198,609+20.1% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 20.51% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $3,320 | $5,364-38.1% | $5,046-34.2% | $5,055-34.3% |
| Participant deferral / active EE | $15,920 | $8,643+84.2% | $8,276+92.4% | $6,977+128.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |