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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,536 | $157,276+21.1% | $141,177+35.0% | $152,885+24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.24% | 64.33%-45.1pp | 71.40%-52.2pp | 345.39%-326.1pp |
| Employer contribution / active EE | $2,963 | $5,262-43.7% | $4,736-37.4% | $4,763-37.8% |
| Participant deferral / active EE | $7,234 | $7,110+1.7% | $6,710+7.8% | $5,851+23.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |