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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,610 | $178,174+27.2% | $156,181+45.1% | $137,256+65.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.20% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,500 | $4,972-69.8% | $4,294-65.1% | $4,156-63.9% |
| Participant deferral / active EE | $34,750 | $6,888+404.5% | $6,132+466.7% | $6,407+442.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |