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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,162 | $157,304+16.4% | $141,197+29.7% | $152,909+19.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.33% | 64.34%-36.0pp | 71.41%-43.1pp | 345.46%-317.1pp |
| Employer contribution / active EE | $6,722 | $5,263+27.7% | $4,736+41.9% | $4,764+41.1% |
| Participant deferral / active EE | $11,035 | $7,111+55.2% | $6,710+64.4% | $5,851+88.6% |
| Admin fee / account holder | $241 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |