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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,018 | $183,627+4.0% | $155,602+22.8% | $145,978+30.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 61.32%-50.7pp | 64.81%-54.1pp | 550.52%-539.9pp |
| Employer contribution / active EE | $9,000 | $5,316+69.3% | $4,675+92.5% | $4,662+93.1% |
| Participant deferral / active EE | $33,000 | $6,466+410.4% | $5,629+486.3% | $6,690+393.3% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |