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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,598 | $165,361+37.6% | $149,715+52.0% | $158,950+43.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.83% | 348.24%-328.4pp | 276.66%-256.8pp | 302.91%-283.1pp |
| Employer contribution / active EE | $1,912 | $5,103-62.5% | $4,645-58.8% | $4,762-59.8% |
| Participant deferral / active EE | $6,458 | $7,182-10.1% | $6,842-5.6% | $5,983+7.9% |
| Admin fee / account holder | $46 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |