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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,308 | $171,492+32.0% | $150,734+50.1% | $198,609+13.9% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 13.88% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,246 | $5,470-40.7% | $4,918-34.0% | $5,055-35.8% |
| Participant deferral / active EE | $6,447 | $6,259+3.0% | $5,610+14.9% | $6,977-7.6% |
| Admin fee / account holder | $2 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |