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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,631 | $157,304+26.3% | $141,197+40.7% | $152,909+29.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.02% | 64.34%-47.3pp | 71.41%-54.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,264 | $7,111-11.9% | $6,710-6.6% | $5,851+7.1% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |