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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,392 | $129,737+58.3% | $119,126+72.4% | $154,746+32.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 12.96% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $4,443 | $4,375+1.6% | $4,034+10.2% | $4,379+1.5% |
| Participant deferral / active EE | $12,249 | $5,842+109.7% | $5,318+130.3% | $6,730+82.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |