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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,827 | $176,402+11.0% | $134,162+46.0% | $158,966+23.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.10% | 63.66%-49.6pp | 36.35%-22.2pp | 302.95%-288.8pp |
| Employer contribution / active EE | $3,777 | $5,042-25.1% | $3,705+1.9% | $4,762-20.7% |
| Participant deferral / active EE | $5,676 | $4,093+38.7% | $3,500+62.2% | $5,983-5.1% |
| Admin fee / account holder | $22 | $8,719-99.7% | $6,685-99.7% | $11,250-99.8% |