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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,393 | $183,592-1.7% | $155,574+16.0% | $145,877+23.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.33% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $6,825 | $5,317+28.4% | $4,676+46.0% | $4,663+46.4% |
| Participant deferral / active EE | $17,844 | $6,466+176.0% | $5,629+217.0% | $6,691+166.7% |
| Admin fee / account holder | $121 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |