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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,553 | $169,237+15.6% | $129,339+51.2% | $145,978+34.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 15.26% | 14364.43%-14349.2pp | 9437.05%-9421.8pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,728 | $5,540-50.8% | $4,154-34.3% | $4,662-41.5% |
| Participant deferral / active EE | $4,878 | $4,991-2.3% | $4,170+17.0% | $6,690-27.1% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |