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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,802 | $160,040-20.8% | $147,096-13.8% | $145,877-13.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 98.49%-80.7pp | 419.75%-402.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $4,924 | $5,289-6.9% | $4,936-0.3% | $4,663+5.6% |
| Participant deferral / active EE | $17,779 | $8,429+110.9% | $8,071+120.3% | $6,691+165.7% |
| Admin fee / account holder | $60 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |