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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,659 | $175,231+7.7% | $149,696+26.0% | $139,466+35.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.64% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,656 | $5,478-69.8% | $4,821-65.7% | $4,754-65.2% |
| Participant deferral / active EE | $11,594 | $6,521+77.8% | $5,682+104.0% | $6,712+72.7% |
| Admin fee / account holder | $241 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |