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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,515 | $174,379+35.6% | $152,093+55.5% | $138,895+70.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 28.69% | 74.86%-46.2pp | 66.36%-37.7pp | 145.39%-116.7pp |
| Employer contribution / active EE | $1,000 | $4,652-78.5% | $4,175-76.0% | $4,194-76.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |