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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,909 | $198,457-41.1% | $170,435-31.4% | $147,586-20.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.97% | 257.30%-236.3pp | 205.94%-185.0pp | 578.59%-557.6pp |
| Employer contribution / active EE | $3,879 | $6,183-37.3% | $5,432-28.6% | $4,876-20.5% |
| Participant deferral / active EE | $6,980 | $5,629+24.0% | $4,939+41.3% | $5,439+28.3% |
| Admin fee / account holder | $144 | $16,852-99.1% | $13,881-99.0% | $10,886-98.7% |