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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,621 | $165,399+8.6% | $149,745+20.0% | $158,982+13.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.11% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,894 | $5,105-62.9% | $4,646-59.2% | $4,763-60.2% |
| Participant deferral / active EE | $4,809 | $7,183-33.0% | $6,843-29.7% | $5,983-19.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |