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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,144 | $157,304+46.9% | $141,197+63.7% | $152,909+51.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.40% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,427 | $5,263-53.9% | $4,736-48.8% | $4,764-49.0% |
| Participant deferral / active EE | $4,963 | $7,111-30.2% | $6,710-26.0% | $5,851-15.2% |
| Admin fee / account holder | $255 | $12,126-97.9% | $10,265-97.5% | $11,601-97.8% |