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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,493 | $165,381+32.7% | $149,730+46.6% | $158,966+38.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.76% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.2pp |
| Employer contribution / active EE | $3,377 | $5,104-33.8% | $4,645-27.3% | $4,762-29.1% |
| Participant deferral / active EE | $10,820 | $7,182+50.6% | $6,843+58.1% | $5,983+80.8% |
| Admin fee / account holder | $35 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |