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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,094 | $148,629+17.8% | $135,982+28.8% | $139,487+25.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.07% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $9,568 | $5,247+82.4% | $4,859+96.9% | $4,755+101.2% |
| Participant deferral / active EE | $18,963 | $8,102+134.0% | $7,760+144.4% | $6,713+182.5% |
| Admin fee / account holder | $103 | $12,406-99.2% | $10,767-99.0% | $11,407-99.1% |