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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,651 | $148,623+27.6% | $135,974+39.5% | $139,466+36.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.49% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.2pp |
| Employer contribution / active EE | $3,215 | $5,246-38.7% | $4,859-33.8% | $4,754-32.4% |
| Participant deferral / active EE | $7,389 | $8,103-8.8% | $7,760-4.8% | $6,712+10.1% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |