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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,027 | $168,635-17.0% | $147,617-5.1% | $125,389+11.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.02% | 77.65%-75.6pp | 61.98%-60.0pp | 282.24%-280.2pp |
| Employer contribution / active EE | $9,972 | $6,252+59.5% | $5,564+79.2% | $4,866+104.9% |
| Participant deferral / active EE | $5,059 | $5,507-8.1% | $4,895+3.3% | $5,352-5.5% |
| Admin fee / account holder | $151 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |