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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,939 | $144,130+39.4% | $117,860+70.5% | $147,585+36.2% |
| Participation rate | 81.3% | 83.4%-2.2pp | 79.7%+1.6pp | 82.8%-1.6pp |
| Annual return | 19.72% | 531.20%-511.5pp | 335.10%-315.4pp | 578.58%-558.9pp |
| Employer contribution / active EE | $1,412 | $4,897-71.2% | $3,786-62.7% | $4,876-71.1% |
| Participant deferral / active EE | $8,515 | $5,316+60.2% | $4,482+90.0% | $5,439+56.6% |
| Admin fee / account holder | $151 | $10,887-98.6% | $8,021-98.1% | $10,886-98.6% |