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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,999 | $183,592-11.2% | $155,567+4.8% | $145,959+11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,175 | $5,315-77.9% | $4,674-74.9% | $4,661-74.8% |
| Participant deferral / active EE | $7,150 | $6,464+10.6% | $5,628+27.0% | $6,689+6.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |