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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,290 | $185,905+2.4% | $170,057+11.9% | $139,487+36.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 57.00% | 60.56%-3.6pp | 53.42%+3.6pp | 373.84%-316.8pp |
| Employer contribution / active EE | $16,373 | $7,597+115.5% | $6,790+141.1% | $4,755+244.4% |
| Participant deferral / active EE | $15,143 | $11,627+30.2% | $10,411+45.5% | $6,713+125.6% |
| Admin fee / account holder | $9 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |