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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,788 | $183,516+26.8% | $155,534+49.7% | $145,884+59.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,436 | $5,315-73.0% | $4,675-69.3% | $4,662-69.2% |
| Participant deferral / active EE | $7,360 | $6,467+13.8% | $5,630+30.7% | $6,690+10.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |