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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,591 | $217,432-46.4% | $185,851-37.3% | $167,553-30.4% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.85% | 148.43%-132.6pp | 122.11%-106.3pp | 478.89%-463.0pp |
| Employer contribution / active EE | $7,416 | $5,874+26.2% | $5,168+43.5% | $4,840+53.2% |
| Participant deferral / active EE | $6,317 | $6,357-0.6% | $5,569+13.4% | $6,343-0.4% |
| Admin fee / account holder | $64 | $19,820-99.7% | $16,245-99.6% | $12,316-99.5% |