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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,126 | $152,619+15.4% | $125,195+40.7% | $152,909+15.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.89% | 54.85%-31.0pp | 43.79%-19.9pp | 345.46%-321.6pp |
| Employer contribution / active EE | $5,928 | $4,947+19.8% | $3,866+53.3% | $4,764+24.4% |
| Participant deferral / active EE | $15,067 | $5,869+156.7% | $4,937+205.2% | $5,851+157.5% |
| Admin fee / account holder | $121 | $13,437-99.1% | $9,704-98.8% | $11,601-99.0% |