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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,872 | $183,592-11.3% | $155,574+4.7% | $145,877+11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.68% | 61.37%-38.7pp | 64.87%-42.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $8,638 | $5,317+62.5% | $4,676+84.7% | $4,663+85.2% |
| Participant deferral / active EE | $9,150 | $6,466+41.5% | $5,629+62.5% | $6,691+36.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |