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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,005 | $178,174+20.7% | $156,181+37.7% | $137,256+56.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 34.58% | 84.19%-49.6pp | 64.87%-30.3pp | 220.34%-185.8pp |
| Employer contribution / active EE | $3,000 | $4,972-39.7% | $4,294-30.1% | $4,156-27.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $107 | $17,404-99.4% | $14,586-99.3% | $12,270-99.1% |