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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,385 | $183,627+4.8% | $155,602+23.6% | $145,978+31.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.83% | 61.32%-45.5pp | 64.81%-49.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $10,000 | $5,316+88.1% | $4,675+113.9% | $4,662+114.5% |
| Participant deferral / active EE | $10,967 | $6,466+69.6% | $5,629+94.8% | $6,690+63.9% |
| Admin fee / account holder | $16 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |