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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,318 | $185,905+4.5% | $170,057+14.3% | $139,487+39.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.26% | 60.56%-39.3pp | 53.42%-32.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,317 | $11,627+23.1% | $10,411+37.5% | $6,713+113.3% |
| Admin fee / account holder | $248 | $15,397-98.4% | $12,826-98.1% | $11,407-97.8% |