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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,839 | $148,629+44.5% | $135,982+58.0% | $139,487+54.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.66% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $4,937 | $5,247-5.9% | $4,859+1.6% | $4,755+3.8% |
| Participant deferral / active EE | $7,925 | $8,102-2.2% | $7,760+2.1% | $6,713+18.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |