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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,017 | $178,174+12.8% | $156,181+28.7% | $137,256+46.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.50% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,500 | $4,972-9.5% | $4,294+4.8% | $4,156+8.3% |
| Participant deferral / active EE | $12,519 | $6,888+81.8% | $6,132+104.2% | $6,407+95.4% |
| Admin fee / account holder | $6 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |