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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,741 | $217,432-9.1% | $185,849+6.4% | $167,536+18.0% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 19.27% | 148.42%-129.1pp | 122.10%-102.8pp | 478.82%-459.5pp |
| Employer contribution / active EE | $2,378 | $5,875-59.5% | $5,169-54.0% | $4,839-50.8% |
| Participant deferral / active EE | $6,743 | $6,357+6.1% | $5,569+21.1% | $6,342+6.3% |
| Admin fee / account holder | $158 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |