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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,349 | $197,637-10.8% | $177,848-0.8% | $158,982+10.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.05% | 58.77%-44.7pp | 48.33%-34.3pp | 302.99%-288.9pp |
| Employer contribution / active EE | $7,843 | $6,698+17.1% | $5,919+32.5% | $4,763+64.7% |
| Participant deferral / active EE | $11,043 | $8,405+31.4% | $7,714+43.2% | $5,983+84.6% |
| Admin fee / account holder | $50 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |