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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,141 | $198,462-25.4% | $170,439-13.1% | $147,585+0.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.77% | 257.30%-237.5pp | 205.94%-186.2pp | 578.58%-558.8pp |
| Employer contribution / active EE | $29,091 | $6,184+370.4% | $5,433+435.5% | $4,876+496.6% |
| Participant deferral / active EE | $17,000 | $5,629+202.0% | $4,939+244.2% | $5,439+212.6% |
| Admin fee / account holder | $59 | $16,852-99.6% | $13,881-99.6% | $10,886-99.5% |