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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,652 | $209,425-28.1% | $178,499-15.6% | $158,966-5.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.32% | 188.80%-170.5pp | 151.10%-132.8pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,227 | $5,707-61.0% | $5,011-55.6% | $4,762-53.2% |
| Participant deferral / active EE | $5,336 | $5,955-10.4% | $5,202+2.6% | $5,983-10.8% |
| Admin fee / account holder | $17 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |