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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,801 | $198,457-40.6% | $170,435-30.9% | $147,586-20.2% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 14.57% | 257.30%-242.7pp | 205.94%-191.4pp | 578.59%-564.0pp |
| Employer contribution / active EE | $6,261 | $6,183+1.3% | $5,432+15.2% | $4,876+28.4% |
| Participant deferral / active EE | $8,456 | $5,629+50.2% | $4,939+71.2% | $5,439+55.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |