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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,327 | $209,425-46.8% | $178,499-37.6% | $158,966-30.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.60% | 188.80%-173.2pp | 151.10%-135.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $5,658 | $5,707-0.9% | $5,011+12.9% | $4,762+18.8% |
| Participant deferral / active EE | $5,601 | $5,955-6.0% | $5,202+7.7% | $5,983-6.4% |
| Admin fee / account holder | $282 | $17,078-98.4% | $13,986-98.0% | $11,250-97.5% |