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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,601 | $157,276+14.8% | $141,177+27.9% | $152,885+18.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.90% | 64.33%-40.4pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $7,918 | $5,262+50.5% | $4,736+67.2% | $4,763+66.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $65 | $12,123-99.5% | $10,263-99.4% | $11,598-99.4% |