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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,819 | $159,934-16.3% | $147,005-9.0% | $145,959-8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.03% | 98.24%-74.2pp | 418.76%-394.7pp | 561.95%-537.9pp |
| Employer contribution / active EE | $5,081 | $5,287-3.9% | $4,934+3.0% | $4,661+9.0% |
| Participant deferral / active EE | $15,905 | $8,427+88.7% | $8,070+97.1% | $6,689+137.8% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |