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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,680 | $162,821+15.3% | $133,978+40.1% | $158,982+18.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.88% | 41.95%-31.1pp | 45.10%-34.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $3,090 | $4,976-37.9% | $3,919-21.2% | $4,763-35.1% |
| Participant deferral / active EE | $19,500 | $5,910+229.9% | $5,047+286.3% | $5,983+225.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |