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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,655 | $183,592+5.5% | $155,567+24.5% | $145,959+32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.54% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $16,000 | $5,315+201.0% | $4,674+242.3% | $4,661+243.3% |
| Participant deferral / active EE | $27,000 | $6,464+317.7% | $5,628+379.8% | $6,689+303.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |