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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,805 | $81,208+99.2% | $98,916+63.6% | $79,858+102.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.56% | 60.99%-49.4pp | 196.45%-184.9pp | 31.72%-20.2pp |
| Employer contribution / active EE | $2,393 | $1,960+22.1% | $2,689-11.0% | $2,471-3.1% |
| Participant deferral / active EE | $5,685 | $3,265+74.1% | $4,245+33.9% | $3,740+52.0% |
| Admin fee / account holder | $283 | $6,013-95.3% | $6,642-95.7% | $5,306-94.7% |