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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,437 | $148,629+46.3% | $135,982+59.9% | $139,487+55.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.48% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,723 | $5,247-48.1% | $4,859-44.0% | $4,755-42.7% |
| Participant deferral / active EE | $6,963 | $8,102-14.1% | $7,760-10.3% | $6,713+3.7% |
| Admin fee / account holder | $7 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |