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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,314 | $183,592-34.5% | $155,567-22.7% | $145,959-17.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.95% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $6,109 | $5,315+14.9% | $4,674+30.7% | $4,661+31.1% |
| Participant deferral / active EE | $8,696 | $6,464+34.5% | $5,628+54.5% | $6,689+30.0% |
| Admin fee / account holder | $88 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |