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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,788 | $183,627+26.8% | $155,602+49.6% | $145,978+59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 61.32%-43.6pp | 64.81%-47.1pp | 550.52%-532.8pp |
| Employer contribution / active EE | $1,436 | $5,316-73.0% | $4,675-69.3% | $4,662-69.2% |
| Participant deferral / active EE | $7,360 | $6,466+13.8% | $5,629+30.8% | $6,690+10.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |