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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,247 | $166,268+13.8% | $165,100+14.6% | $145,897+29.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.11% | 100.52%-83.4pp | 70.21%-53.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,519 | $5,284-33.4% | $4,348-19.1% | $4,663-24.5% |
| Participant deferral / active EE | $9,792 | $6,964+40.6% | $6,035+62.2% | $6,689+46.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |