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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,682 | $166,089+13.0% | $164,928+13.8% | $145,978+28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 100.26%-90.6pp | 70.08%-60.4pp | 550.52%-540.8pp |
| Employer contribution / active EE | $4,953 | $5,276-6.1% | $4,343+14.0% | $4,662+6.2% |
| Participant deferral / active EE | $5,811 | $6,961-16.5% | $6,034-3.7% | $6,690-13.1% |
| Admin fee / account holder | $130 | $16,641-99.2% | $12,684-99.0% | $13,400-99.0% |