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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,465 | $227,399-43.9% | $189,758-32.8% | $198,609-35.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 15.62% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $7,214 | $5,526+30.5% | $4,767+51.3% | $5,055+42.7% |
| Participant deferral / active EE | $4,856 | $6,837-29.0% | $5,856-17.1% | $6,977-30.4% |
| Admin fee / account holder | $36 | $25,162-99.9% | $20,388-99.8% | $19,030-99.8% |