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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,706 | $157,304+40.3% | $141,197+56.3% | $152,909+44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.90% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $5,380 | $5,263+2.2% | $4,736+13.6% | $4,764+12.9% |
| Participant deferral / active EE | $5,212 | $7,111-26.7% | $6,710-22.3% | $5,851-10.9% |
| Admin fee / account holder | $292 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |