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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,138 | $209,425-39.3% | $178,499-28.8% | $158,966-20.0% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 21.31% | 188.80%-167.5pp | 151.10%-129.8pp | 302.95%-281.6pp |
| Employer contribution / active EE | $2,354 | $5,707-58.7% | $5,011-53.0% | $4,762-50.6% |
| Participant deferral / active EE | $6,505 | $5,955+9.2% | $5,202+25.0% | $5,983+8.7% |
| Admin fee / account holder | $39 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |