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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,967 | $198,461-41.6% | $170,436-32.0% | $147,585-21.4% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 14.72% | 257.30%-242.6pp | 205.94%-191.2pp | 578.57%-563.9pp |
| Employer contribution / active EE | $4,418 | $6,184-28.6% | $5,433-18.7% | $4,876-9.4% |
| Participant deferral / active EE | $17,173 | $5,629+205.1% | $4,939+247.7% | $5,439+215.8% |
| Admin fee / account holder | $240 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |