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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,510 | $183,539+10.3% | $155,556+30.2% | $145,897+38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $6,400 | $5,315+20.4% | $4,675+36.9% | $4,663+37.3% |
| Participant deferral / active EE | $3,688 | $6,467-43.0% | $5,631-34.5% | $6,689-44.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |