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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,350 | $157,276+14.7% | $141,177+27.7% | $152,885+18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.81% | 64.33%-41.5pp | 71.40%-48.6pp | 345.39%-322.6pp |
| Employer contribution / active EE | $11,265 | $5,262+114.1% | $4,736+137.9% | $4,763+136.5% |
| Participant deferral / active EE | $7,901 | $7,110+11.1% | $6,710+17.8% | $5,851+35.0% |
| Admin fee / account holder | $83 | $12,123-99.3% | $10,263-99.2% | $11,598-99.3% |