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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,288 | $183,539+9.1% | $155,556+28.8% | $145,897+37.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.54% | 61.31%-42.8pp | 64.84%-46.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $1,764 | $5,315-66.8% | $4,675-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $15,946 | $6,467+146.6% | $5,631+183.2% | $6,689+138.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |