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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,231 | $115,814+82.4% | $101,275+108.6% | $158,982+32.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 13.30% | 56.16%-42.9pp | 46.48%-33.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $4,425 | $4,176+6.0% | $3,660+20.9% | $4,763-7.1% |
| Participant deferral / active EE | $10,122 | $4,958+104.1% | $4,371+131.6% | $5,983+69.2% |
| Admin fee / account holder | $2 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |