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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,052 | $157,304+55.1% | $141,197+72.8% | $152,909+59.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 16.82% | 64.34%-47.5pp | 71.41%-54.6pp | 345.46%-328.6pp |
| Employer contribution / active EE | $2,499 | $5,263-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $10,355 | $7,111+45.6% | $6,710+54.3% | $5,851+77.0% |
| Admin fee / account holder | $52 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |