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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,465 | $225,673-14.7% | $203,872-5.6% | $155,188+24.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 18.46% | 95.91%-77.4pp | 85.11%-66.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,157 | $4,099-23.0% | $3,757-16.0% | $4,248-25.7% |
| Participant deferral / active EE | $3,157 | $6,893-54.2% | $6,388-50.6% | $6,531-51.7% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |