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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,723 | $208,088-0.2% | $186,193+11.6% | $154,746+34.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.09% | 89.97%-73.9pp | 78.03%-61.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $11,016 | $4,340+153.8% | $3,918+181.1% | $4,379+151.5% |
| Participant deferral / active EE | $8,157 | $7,078+15.2% | $6,513+25.2% | $6,730+21.2% |
| Admin fee / account holder | $1 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |