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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,710 | $157,304+21.9% | $141,197+35.8% | $152,909+25.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.54% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,054 | $5,263-80.0% | $4,736-77.7% | $4,764-77.9% |
| Participant deferral / active EE | $13,645 | $7,111+91.9% | $6,710+103.3% | $5,851+133.2% |
| Admin fee / account holder | $31 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |