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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,628 | $227,399-11.3% | $189,758+6.3% | $198,609+1.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.25% | 61.03%-49.8pp | 52.62%-41.4pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,236 | $5,526-59.5% | $4,767-53.1% | $5,055-55.8% |
| Participant deferral / active EE | $18,000 | $6,837+163.3% | $5,856+207.4% | $6,977+158.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |