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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,665 | $198,457-23.6% | $170,435-11.0% | $147,586+2.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.46% | 257.30%-236.8pp | 205.94%-185.5pp | 578.59%-558.1pp |
| Employer contribution / active EE | $7,363 | $6,183+19.1% | $5,432+35.5% | $4,876+51.0% |
| Participant deferral / active EE | $8,136 | $5,629+44.5% | $4,939+64.7% | $5,439+49.6% |
| Admin fee / account holder | $45 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |