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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,617 | $166,020+10.6% | $164,866+11.4% | $145,959+25.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.60% | 100.08%-84.5pp | 69.97%-54.4pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,320 | $5,275-56.0% | $4,343-46.6% | $4,661-50.2% |
| Participant deferral / active EE | $4,641 | $6,961-33.3% | $6,033-23.1% | $6,689-30.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |