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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,925 | $147,556+15.2% | $129,031+31.7% | $198,609-14.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 66.88% | 37.41%+29.5pp | 34.67%+32.2pp | 202.70%-135.8pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |