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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,581 | $160,040+9.7% | $147,096+19.4% | $145,877+20.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.25% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,836 | $5,289-46.4% | $4,936-42.5% | $4,663-39.2% |
| Participant deferral / active EE | $9,303 | $8,429+10.4% | $8,071+15.3% | $6,691+39.0% |
| Admin fee / account holder | $36 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |