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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,294 | $160,028+34.5% | $147,080+46.4% | $145,884+47.6% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.30% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,777 | $5,286-66.4% | $4,933-64.0% | $4,662-61.9% |
| Participant deferral / active EE | $8,847 | $8,422+5.1% | $8,066+9.7% | $6,690+32.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |