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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,912 | $157,304+6.7% | $141,197+18.9% | $152,909+9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.63% | 64.34%-48.7pp | 71.41%-55.8pp | 345.46%-329.8pp |
| Employer contribution / active EE | $5,451 | $5,263+3.6% | $4,736+15.1% | $4,764+14.4% |
| Participant deferral / active EE | $3,706 | $7,111-47.9% | $6,710-44.8% | $5,851-36.7% |
| Admin fee / account holder | $281 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |