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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,319 | $148,582-17.0% | $135,942-9.3% | $139,456-11.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.62% | 79.26%-61.6pp | 68.28%-50.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $11,485 | $5,245+119.0% | $4,858+136.4% | $4,753+141.7% |
| Participant deferral / active EE | $7,924 | $8,101-2.2% | $7,759+2.1% | $6,711+18.1% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |