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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,173 | $197,637+0.8% | $177,848+12.0% | $158,982+25.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.00% | 58.77%-42.8pp | 48.33%-32.3pp | 302.99%-287.0pp |
| Employer contribution / active EE | $13,875 | $6,698+107.1% | $5,919+134.4% | $4,763+191.3% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |