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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,145 | $227,597+8.1% | $189,575+29.8% | $167,536+46.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.96% | 78.44%-60.5pp | 64.19%-46.2pp | 478.82%-460.9pp |
| Employer contribution / active EE | $5,000 | $5,316-5.9% | $4,412+13.3% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |