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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,267 | $183,539-3.4% | $155,556+14.0% | $145,897+21.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.21% | 61.31%-42.1pp | 64.84%-45.6pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,187 | $5,315-58.9% | $4,675-53.2% | $4,663-53.1% |
| Participant deferral / active EE | $11,161 | $6,467+72.6% | $5,631+98.2% | $6,689+66.8% |
| Admin fee / account holder | $10 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |