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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,455 | $135,956+7.0% | $123,894+17.4% | $273,972-46.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 410.49% | 56.63%+353.9pp | 47.52%+363.0pp | 41.46%+369.0pp |
| Employer contribution / active EE | $2,585 | $5,170-50.0% | $4,617-44.0% | $4,869-46.9% |
| Participant deferral / active EE | $15,779 | $6,343+148.8% | $5,984+163.7% | $5,287+198.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |