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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,930 | $165,399-23.9% | $149,745-15.9% | $158,982-20.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.19% | 348.34%-330.2pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $5,720 | $5,105+12.1% | $4,646+23.1% | $4,763+20.1% |
| Participant deferral / active EE | $12,693 | $7,183+76.7% | $6,843+85.5% | $5,983+112.1% |
| Admin fee / account holder | $212 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |