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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,775 | $185,312-7.8% | $161,489+5.8% | $154,746+10.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.18% | 103.84%-85.7pp | 89.72%-71.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $9,271 | $4,769+94.4% | $4,268+117.2% | $4,379+111.7% |
| Participant deferral / active EE | $12,785 | $6,350+101.3% | $5,630+127.1% | $6,730+90.0% |
| Admin fee / account holder | $198 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |