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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,869 | $157,276+26.4% | $141,177+40.9% | $152,885+30.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.00% | 64.33%-46.3pp | 71.40%-53.4pp | 345.39%-327.4pp |
| Employer contribution / active EE | $3,246 | $5,262-38.3% | $4,736-31.5% | $4,763-31.9% |
| Participant deferral / active EE | $4,766 | $7,110-33.0% | $6,710-29.0% | $5,851-18.5% |
| Admin fee / account holder | $276 | $12,123-97.7% | $10,263-97.3% | $11,598-97.6% |