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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,377 | $183,592+12.4% | $155,574+32.7% | $145,877+41.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 27.66% | 61.37%-33.7pp | 64.87%-37.2pp | 551.28%-523.6pp |
| Employer contribution / active EE | $10,372 | $5,317+95.1% | $4,676+121.8% | $4,663+122.4% |
| Participant deferral / active EE | $2,259 | $6,466-65.1% | $5,629-59.9% | $6,691-66.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |