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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,819 | $157,829+23.4% | $136,867+42.3% | $198,609-1.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.67% | 51.25%-35.6pp | 42.97%-27.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $5,722 | $3,923+45.9% | $3,547+61.3% | $5,055+13.2% |
| Participant deferral / active EE | $4,154 | $5,463-24.0% | $4,924-15.6% | $6,977-40.5% |
| Admin fee / account holder | $2 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |