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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,047 | $152,619+8.1% | $125,195+31.8% | $152,909+7.9% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.5%-1.5pp |
| Annual return | 18.84% | 54.85%-36.0pp | 43.79%-24.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $7,574 | $4,947+53.1% | $3,866+95.9% | $4,764+59.0% |
| Participant deferral / active EE | $6,457 | $5,869+10.0% | $4,937+30.8% | $5,851+10.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |