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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,238 | $129,737+48.2% | $119,126+61.4% | $154,746+24.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 21.19% | 379.08%-357.9pp | 282.11%-260.9pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,504 | $4,375-42.8% | $4,034-37.9% | $4,379-42.8% |
| Participant deferral / active EE | $11,491 | $5,842+96.7% | $5,318+116.1% | $6,730+70.7% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |