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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,553 | $169,356+15.5% | $129,406+51.1% | $145,897+34.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 15.26% | 14418.62%-14403.4pp | 9468.18%-9452.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,728 | $5,542-50.8% | $4,155-34.3% | $4,663-41.5% |
| Participant deferral / active EE | $4,878 | $4,987-2.2% | $4,167+17.0% | $6,689-27.1% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |