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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,172 | $176,838+12.1% | $146,685+35.1% | $167,518+18.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.34% | 24.04%-8.7pp | 22.75%-7.4pp | 478.71%-463.4pp |
| Employer contribution / active EE | $26,266 | $5,161+408.9% | $4,137+534.9% | $4,838+442.9% |
| Participant deferral / active EE | $19,500 | $6,441+202.8% | $5,507+254.1% | $6,342+207.5% |
| Admin fee / account holder | $296 | $13,262-97.8% | $10,281-97.1% | $12,312-97.6% |