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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,173 | $148,629+23.2% | $135,982+34.7% | $139,487+31.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.95% | 79.33%-59.4pp | 68.32%-48.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $4,614 | $5,247-12.1% | $4,859-5.0% | $4,755-3.0% |
| Participant deferral / active EE | $5,778 | $8,102-28.7% | $7,760-25.5% | $6,713-13.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |