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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,520 | $198,457-37.8% | $170,435-27.5% | $147,586-16.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 14.25% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $4,476 | $6,183-27.6% | $5,432-17.6% | $4,876-8.2% |
| Participant deferral / active EE | $9,754 | $5,629+73.3% | $4,939+97.5% | $5,439+79.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |