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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,430 | $166,242+9.7% | $165,071+10.5% | $145,884+25.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.86% | 100.44%-85.6pp | 70.17%-55.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $3,012 | $5,283-43.0% | $4,347-30.7% | $4,662-35.4% |
| Participant deferral / active EE | $10,967 | $6,964+57.5% | $6,035+81.7% | $6,690+63.9% |
| Admin fee / account holder | $58 | $16,658-99.6% | $12,695-99.5% | $13,392-99.6% |