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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,775 | $227,399-24.9% | $189,758-10.0% | $198,609-14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.18% | 61.03%-42.8pp | 52.62%-34.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $9,271 | $5,526+67.8% | $4,767+94.5% | $5,055+83.4% |
| Participant deferral / active EE | $12,785 | $6,837+87.0% | $5,856+118.3% | $6,977+83.2% |
| Admin fee / account holder | $198 | $25,162-99.2% | $20,388-99.0% | $19,030-99.0% |