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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,967 | $183,516-29.7% | $155,534-17.1% | $145,884-11.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $10,439 | $5,315+96.4% | $4,675+123.3% | $4,662+123.9% |
| Participant deferral / active EE | $8,450 | $6,467+30.7% | $5,630+50.1% | $6,690+26.3% |
| Admin fee / account holder | $88 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |