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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,373 | $72,071+83.7% | $68,368+93.6% | $137,256-3.6% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 19.62% | 353.14%-333.5pp | 292.57%-273.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,675 | $2,788-4.1% | $2,649+1.0% | $4,156-35.6% |
| Participant deferral / active EE | $12,225 | $4,410+177.2% | $4,123+196.5% | $6,407+90.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |