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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,425 | $101,618+83.5% | $93,063+100.3% | $137,256+35.8% |
| Participation rate | 72.7% | 74.9%-2.2pp | 72.1%+0.6pp | 80.0%-7.2pp |
| Annual return | 19.84% | 223.95%-204.1pp | 34.15%-14.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,846 | $2,707+5.1% | $2,476+14.9% | $4,156-31.5% |
| Participant deferral / active EE | $8,307 | $4,279+94.1% | $3,958+109.9% | $6,407+29.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |