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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,288 | $183,592+9.1% | $155,574+28.7% | $145,877+37.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.54% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,764 | $5,317-66.8% | $4,676-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $15,946 | $6,466+146.6% | $5,629+183.3% | $6,691+138.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |