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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,981 | $217,432-7.1% | $185,851+8.7% | $167,553+20.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.53% | 148.43%-137.9pp | 122.11%-111.6pp | 478.89%-468.4pp |
| Employer contribution / active EE | $1,439 | $5,874-75.5% | $5,168-72.2% | $4,840-70.3% |
| Participant deferral / active EE | $13,757 | $6,357+116.4% | $5,569+147.0% | $6,343+116.9% |
| Admin fee / account holder | $104 | $19,820-99.5% | $16,245-99.4% | $12,316-99.2% |