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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,401 | $183,592+25.0% | $155,574+47.5% | $145,877+57.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,926 | $5,317-63.8% | $4,676-58.8% | $4,663-58.7% |
| Participant deferral / active EE | $8,747 | $6,466+35.3% | $5,629+55.4% | $6,691+30.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |