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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,262 | $168,636+18.8% | $147,618+35.7% | $125,388+59.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.49% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $22,200 | $6,252+255.1% | $5,565+299.0% | $4,866+356.2% |
| Participant deferral / active EE | $9,230 | $5,507+67.6% | $4,895+88.5% | $5,352+72.5% |
| Admin fee / account holder | $161 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |