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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,540 | $111,535+106.7% | $105,223+119.1% | $137,256+68.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 19.97% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,025 | $3,939-48.6% | $3,689-45.1% | $4,156-51.3% |
| Participant deferral / active EE | $7,560 | $5,500+37.5% | $5,072+49.1% | $6,407+18.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |