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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,921 | $148,629+19.0% | $135,982+30.1% | $139,487+26.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.53% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $2,220 | $5,247-57.7% | $4,859-54.3% | $4,755-53.3% |
| Participant deferral / active EE | $3,373 | $8,102-58.4% | $7,760-56.5% | $6,713-49.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |