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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,713 | $157,270-16.9% | $141,173-7.4% | $152,870-14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.66% | 64.33%-44.7pp | 71.40%-51.7pp | 345.34%-325.7pp |
| Employer contribution / active EE | $4,087 | $5,261-22.3% | $4,735-13.7% | $4,763-14.2% |
| Participant deferral / active EE | $10,799 | $7,110+51.9% | $6,710+61.0% | $5,850+84.6% |
| Admin fee / account holder | $141 | $12,121-98.8% | $10,262-98.6% | $11,597-98.8% |