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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,517 | $183,592+13.0% | $155,574+33.4% | $145,877+42.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.55% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,189 | $5,317-77.6% | $4,676-74.6% | $4,663-74.5% |
| Participant deferral / active EE | $3,769 | $6,466-41.7% | $5,629-33.0% | $6,691-43.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |