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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,117 | $165,399+21.6% | $149,745+34.3% | $158,982+26.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 13.62% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $3,442 | $5,105-32.6% | $4,646-25.9% | $4,763-27.7% |
| Participant deferral / active EE | $9,484 | $7,183+32.0% | $6,843+38.6% | $5,983+58.5% |
| Admin fee / account holder | $298 | $10,811-97.2% | $9,312-96.8% | $11,252-97.3% |