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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,247 | $166,020+14.0% | $164,866+14.8% | $145,959+29.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.11% | 100.08%-83.0pp | 69.97%-52.9pp | 561.95%-544.8pp |
| Employer contribution / active EE | $3,519 | $5,275-33.3% | $4,343-19.0% | $4,661-24.5% |
| Participant deferral / active EE | $9,792 | $6,961+40.7% | $6,033+62.3% | $6,689+46.4% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |