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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,029 | $183,539-35.1% | $155,556-23.5% | $145,897-18.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.99% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $12,098 | $5,315+127.6% | $4,675+158.7% | $4,663+159.5% |
| Participant deferral / active EE | $6,856 | $6,467+6.0% | $5,631+21.8% | $6,689+2.5% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |