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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,607 | $185,905-15.2% | $170,057-7.3% | $139,487+13.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 20.88% | 60.56%-39.7pp | 53.42%-32.5pp | 373.84%-353.0pp |
| Employer contribution / active EE | $6,011 | $7,597-20.9% | $6,790-11.5% | $4,755+26.4% |
| Participant deferral / active EE | $11,682 | $11,627+0.5% | $10,411+12.2% | $6,713+74.0% |
| Admin fee / account holder | $9 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |