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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,445 | $183,516+9.8% | $155,534+29.5% | $145,884+38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,856 | $5,315-65.1% | $4,675-60.3% | $4,662-60.2% |
| Participant deferral / active EE | $15,259 | $6,467+136.0% | $5,630+171.0% | $6,690+128.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |