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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,976 | $148,623+16.4% | $135,974+27.2% | $139,466+24.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.33% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,968 | $5,246-43.4% | $4,859-38.9% | $4,754-37.6% |
| Participant deferral / active EE | $7,617 | $8,103-6.0% | $7,760-1.8% | $6,712+13.5% |
| Admin fee / account holder | $80 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |