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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,565 | $183,516-2.2% | $155,534+15.5% | $145,884+23.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 106.97% | 61.43%+45.5pp | 64.92%+42.1pp | 551.85%-444.9pp |
| Employer contribution / active EE | $5,160 | $5,315-2.9% | $4,675+10.4% | $4,662+10.7% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,630+308.5% | $6,690+243.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |