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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,541 | $217,432-45.9% | $185,851-36.8% | $167,553-29.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.89% | 148.43%-132.5pp | 122.11%-106.2pp | 478.89%-463.0pp |
| Employer contribution / active EE | $6,978 | $5,874+18.8% | $5,168+35.0% | $4,840+44.2% |
| Participant deferral / active EE | $5,571 | $6,357-12.4% | $5,569+0.1% | $6,343-12.2% |
| Admin fee / account holder | $19 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |