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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,682 | $166,268+12.9% | $165,100+13.7% | $145,897+28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,953 | $5,284-6.3% | $4,348+13.9% | $4,663+6.2% |
| Participant deferral / active EE | $5,811 | $6,964-16.6% | $6,035-3.7% | $6,689-13.1% |
| Admin fee / account holder | $130 | $16,659-99.2% | $12,696-99.0% | $13,390-99.0% |