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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,778 | $148,629+23.6% | $135,982+35.1% | $139,487+31.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 79.33%-66.4pp | 68.32%-55.4pp | 373.84%-360.9pp |
| Employer contribution / active EE | $5,568 | $5,247+6.1% | $4,859+14.6% | $4,755+17.1% |
| Participant deferral / active EE | $18,217 | $8,102+124.8% | $7,760+134.8% | $6,713+171.4% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |