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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,404 | $183,539+2.7% | $155,556+21.1% | $145,897+29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.66% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,329 | $5,315-37.4% | $4,675-28.8% | $4,663-28.6% |
| Participant deferral / active EE | $6,832 | $6,467+5.7% | $5,631+21.3% | $6,689+2.1% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |