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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,251 | $165,381+12.6% | $149,730+24.4% | $158,966+17.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 16.28% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,036 | $5,104-60.1% | $4,645-56.2% | $4,762-57.3% |
| Participant deferral / active EE | $5,982 | $7,182-16.7% | $6,843-12.6% | $5,9830% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |