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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,598 | $165,399+37.6% | $149,745+52.0% | $158,982+43.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.83% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.2pp |
| Employer contribution / active EE | $1,912 | $5,105-62.5% | $4,646-58.8% | $4,763-59.8% |
| Participant deferral / active EE | $6,458 | $7,183-10.1% | $6,843-5.6% | $5,983+7.9% |
| Admin fee / account holder | $46 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |