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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,101 | $157,276+12.6% | $141,177+25.4% | $152,885+15.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.30% | 64.33%-47.0pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,969 | $5,262-62.6% | $4,736-58.4% | $4,763-58.7% |
| Participant deferral / active EE | $8,650 | $7,110+21.7% | $6,710+28.9% | $5,851+47.8% |
| Admin fee / account holder | $26 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |