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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,097 | $148,623+13.1% | $135,974+23.6% | $139,466+20.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.45% | 79.30%-63.8pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $11,379 | $5,246+116.9% | $4,859+134.2% | $4,754+139.4% |
| Participant deferral / active EE | $8,026 | $8,103-1.0% | $7,760+3.4% | $6,712+19.6% |
| Admin fee / account holder | $179 | $12,406-98.6% | $10,767-98.3% | $11,409-98.4% |