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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,308 | $129,737+74.4% | $119,126+90.0% | $154,746+46.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 13.88% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,246 | $4,375-25.8% | $4,034-19.5% | $4,379-25.9% |
| Participant deferral / active EE | $6,447 | $5,842+10.4% | $5,318+21.2% | $6,730-4.2% |
| Admin fee / account holder | $2 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |