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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,732 | $197,637-13.6% | $177,848-4.0% | $158,982+7.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.91% | 58.77%-51.9pp | 48.33%-41.4pp | 302.99%-296.1pp |
| Employer contribution / active EE | $9,069 | $6,698+35.4% | $5,919+53.2% | $4,763+90.4% |
| Participant deferral / active EE | $8,000 | $8,405-4.8% | $7,714+3.7% | $5,983+33.7% |
| Admin fee / account holder | $99 | $15,406-99.4% | $12,431-99.2% | $11,252-99.1% |