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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,404 | $183,516+2.7% | $155,534+21.1% | $145,884+29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.66% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $3,329 | $5,315-37.4% | $4,675-28.8% | $4,662-28.6% |
| Participant deferral / active EE | $6,832 | $6,467+5.7% | $5,630+21.4% | $6,690+2.1% |
| Admin fee / account holder | $14 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |