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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,506 | $157,296+16.7% | $141,191+30.0% | $152,897+20.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.63% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $3,017 | $5,262-42.7% | $4,736-36.3% | $4,764-36.7% |
| Participant deferral / active EE | $8,731 | $7,111+22.8% | $6,710+30.1% | $5,851+49.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |