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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,488 | $148,558-19.6% | $135,925-12.1% | $139,427-14.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.89% | 79.22%-59.3pp | 68.25%-48.4pp | 373.27%-353.4pp |
| Employer contribution / active EE | $7,558 | $5,244+44.1% | $4,857+55.6% | $4,752+59.1% |
| Participant deferral / active EE | $14,164 | $8,101+74.8% | $7,759+82.5% | $6,711+111.1% |
| Admin fee / account holder | $189 | $12,401-98.5% | $10,764-98.2% | $11,404-98.3% |