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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,682 | $166,242+12.9% | $165,071+13.7% | $145,884+28.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 100.44%-90.8pp | 70.17%-60.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $4,953 | $5,283-6.3% | $4,347+13.9% | $4,662+6.2% |
| Participant deferral / active EE | $5,811 | $6,964-16.6% | $6,035-3.7% | $6,690-13.1% |
| Admin fee / account holder | $130 | $16,658-99.2% | $12,695-99.0% | $13,392-99.0% |