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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,909 | $125,778+54.2% | $114,563+69.3% | $154,746+25.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 15.15% | 295.14%-280.0pp | 241.09%-225.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,133 | $2,806+11.6% | $2,592+20.9% | $4,379-28.5% |
| Participant deferral / active EE | $16,788 | $4,445+277.7% | $4,142+305.3% | $6,730+149.4% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |