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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,173 | $148,558+23.3% | $135,925+34.8% | $139,427+31.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.95% | 79.22%-59.3pp | 68.25%-48.3pp | 373.27%-353.3pp |
| Employer contribution / active EE | $4,614 | $5,244-12.0% | $4,857-5.0% | $4,752-2.9% |
| Participant deferral / active EE | $5,778 | $8,101-28.7% | $7,759-25.5% | $6,711-13.9% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |