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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,401 | $183,627+24.9% | $155,602+47.4% | $145,978+57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 61.32%-45.4pp | 64.81%-48.8pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,926 | $5,316-63.8% | $4,675-58.8% | $4,662-58.7% |
| Participant deferral / active EE | $8,747 | $6,466+35.3% | $5,629+55.4% | $6,690+30.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |