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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,880 | $148,623+34.5% | $135,974+47.0% | $139,466+43.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.71% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $9,886 | $5,246+88.4% | $4,859+103.5% | $4,754+108.0% |
| Participant deferral / active EE | $7,954 | $8,103-1.8% | $7,760+2.5% | $6,712+18.5% |
| Admin fee / account holder | $220 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |