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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,245 | $166,242+21.7% | $165,071+22.5% | $145,884+38.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.85% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,658 | $5,283-49.7% | $4,347-38.9% | $4,662-43.0% |
| Participant deferral / active EE | $9,000 | $6,964+29.2% | $6,035+49.1% | $6,690+34.5% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |