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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,920 | $232,540-18.8% | $185,117+2.1% | $147,586+28.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.12% | 43.03%-21.9pp | 40.50%-19.4pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,235 | $5,195-57.0% | $4,182-46.5% | $4,876-54.2% |
| Participant deferral / active EE | $5,604 | $5,834-3.9% | $5,045+11.1% | $5,439+3.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |