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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,790 | $181,062+24.7% | $158,223+42.7% | $155,188+45.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.24% | 57.39%-46.1pp | 52.09%-40.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,963 | $4,565-57.0% | $4,109-52.2% | $4,248-53.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |