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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,510 | $183,592+10.3% | $155,574+30.2% | $145,877+38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 61.37%-40.9pp | 64.87%-44.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $6,400 | $5,317+20.4% | $4,676+36.9% | $4,663+37.3% |
| Participant deferral / active EE | $3,688 | $6,466-43.0% | $5,629-34.5% | $6,691-44.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |