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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,591 | $217,392-46.4% | $185,818-37.3% | $167,497-30.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.85% | 148.37%-132.5pp | 122.06%-106.2pp | 478.62%-462.8pp |
| Employer contribution / active EE | $7,416 | $5,873+26.3% | $5,168+43.5% | $4,838+53.3% |
| Participant deferral / active EE | $6,317 | $6,357-0.6% | $5,568+13.5% | $6,341-0.4% |
| Admin fee / account holder | $64 | $19,813-99.7% | $16,239-99.6% | $12,310-99.5% |