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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,601 | $157,304+14.8% | $141,197+27.9% | $152,909+18.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.90% | 64.34%-40.4pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $7,918 | $5,263+50.5% | $4,736+67.2% | $4,764+66.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $65 | $12,126-99.5% | $10,265-99.4% | $11,601-99.4% |