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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,383 | $148,623-21.7% | $135,974-14.4% | $139,466-16.6% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 16.19% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $11,447 | $5,246+118.2% | $4,859+135.6% | $4,754+140.8% |
| Participant deferral / active EE | $7,265 | $8,103-10.3% | $7,760-6.4% | $6,712+8.2% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-99.9% | $11,409-100.0% |