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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,274 | $142,430+9.0% | $115,170+34.8% | $152,897+1.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 16.05% | 41.48%-25.4pp | 35.60%-19.6pp | 345.43%-329.4pp |
| Employer contribution / active EE | $4,441 | $4,011+10.7% | $3,179+39.7% | $4,764-6.8% |
| Participant deferral / active EE | $6,279 | $5,165+21.6% | $4,169+50.6% | $5,851+7.3% |
| Admin fee / account holder | $111 | $8,464-98.7% | $7,089-98.4% | $11,599-99.0% |