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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,674 | $209,425+8.2% | $178,499+27.0% | $158,966+42.6% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 12.70% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $2,377 | $5,707-58.4% | $5,011-52.6% | $4,762-50.1% |
| Participant deferral / active EE | $7,736 | $5,955+29.9% | $5,202+48.7% | $5,983+29.3% |
| Admin fee / account holder | $237 | $17,078-98.6% | $13,986-98.3% | $11,250-97.9% |