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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,445 | $183,539+9.8% | $155,556+29.5% | $145,897+38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 61.31%-48.3pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,856 | $5,315-65.1% | $4,675-60.3% | $4,663-60.2% |
| Participant deferral / active EE | $15,259 | $6,467+136.0% | $5,631+171.0% | $6,689+128.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |