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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,229 | $165,381-32.1% | $149,730-25.0% | $158,966-29.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.15% | 348.29%-325.1pp | 276.70%-253.5pp | 302.95%-279.8pp |
| Employer contribution / active EE | $5,979 | $5,104+17.1% | $4,645+28.7% | $4,762+25.5% |
| Participant deferral / active EE | $14,329 | $7,182+99.5% | $6,843+109.4% | $5,983+139.5% |
| Admin fee / account holder | $91 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |