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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,238 | $171,492+12.1% | $150,734+27.5% | $198,609-3.2% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 21.19% | 804.70%-783.5pp | 600.81%-579.6pp | 202.70%-181.5pp |
| Employer contribution / active EE | $2,504 | $5,470-54.2% | $4,918-49.1% | $5,055-50.5% |
| Participant deferral / active EE | $11,491 | $6,259+83.6% | $5,610+104.8% | $6,977+64.7% |
| Admin fee / account holder | $15 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |