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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,852 | $152,619+6.7% | $125,195+30.1% | $152,909+6.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.67% | 54.85%-33.2pp | 43.79%-22.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $7,311 | $4,947+47.8% | $3,866+89.1% | $4,764+53.5% |
| Participant deferral / active EE | $5,455 | $5,869-7.1% | $4,937+10.5% | $5,851-6.8% |
| Admin fee / account holder | $103 | $13,437-99.2% | $9,704-98.9% | $11,601-99.1% |