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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,682 | $166,131+13.0% | $164,975+13.8% | $145,877+28.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 100.37%-90.7pp | 70.12%-60.4pp | 551.28%-541.6pp |
| Employer contribution / active EE | $4,953 | $5,276-6.1% | $4,343+14.0% | $4,663+6.2% |
| Participant deferral / active EE | $5,811 | $6,962-16.5% | $6,033-3.7% | $6,691-13.1% |
| Admin fee / account holder | $130 | $16,648-99.2% | $12,688-99.0% | $13,402-99.0% |