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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,986 | $227,291-19.1% | $214,702-14.3% | $155,188+18.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.45% | 60.08%-43.6pp | 54.55%-38.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $4,500 | $6,772-33.5% | $6,461-30.3% | $4,248+5.9% |
| Participant deferral / active EE | $20,800 | $9,582+117.1% | $9,147+127.4% | $6,531+218.5% |
| Admin fee / account holder | $78 | $20,413-99.6% | $19,830-99.6% | $14,480-99.5% |