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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,507 | $183,516+2.2% | $155,534+20.6% | $145,884+28.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.44% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,457 | $5,315-72.6% | $4,675-68.8% | $4,662-68.8% |
| Participant deferral / active EE | $4,351 | $6,467-32.7% | $5,630-22.7% | $6,690-35.0% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |