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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,456 | $148,582+14.0% | $135,942+24.7% | $139,456+21.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.87% | 79.26%-66.4pp | 68.28%-55.4pp | 373.45%-360.6pp |
| Employer contribution / active EE | $5,022 | $5,245-4.2% | $4,858+3.4% | $4,753+5.7% |
| Participant deferral / active EE | $13,008 | $8,101+60.6% | $7,759+67.6% | $6,711+93.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |