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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,035 | $157,304+3.6% | $141,197+15.5% | $152,909+6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.98% | 64.34%-39.4pp | 71.41%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $1,716 | $5,263-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $2,491 | $7,111-65.0% | $6,710-62.9% | $5,851-57.4% |
| Admin fee / account holder | $198 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |