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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,299 | $157,304+12.7% | $141,197+25.6% | $152,909+16.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.11% | 64.34%-37.2pp | 71.41%-44.3pp | 345.46%-318.4pp |
| Employer contribution / active EE | $8,127 | $5,263+54.4% | $4,736+71.6% | $4,764+70.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |