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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,375 | $148,623+15.3% | $135,974+26.0% | $139,466+22.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.31% | 79.30%-57.0pp | 68.30%-46.0pp | 373.66%-351.4pp |
| Employer contribution / active EE | $7,601 | $5,246+44.9% | $4,859+56.4% | $4,754+59.9% |
| Participant deferral / active EE | $8,852 | $8,103+9.3% | $7,760+14.1% | $6,712+31.9% |
| Admin fee / account holder | $139 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |