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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,422 | $185,883-17.5% | $170,043-9.8% | $139,466+10.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.45% | 60.54%-41.1pp | 53.40%-33.9pp | 373.66%-354.2pp |
| Employer contribution / active EE | $6,064 | $7,596-20.2% | $6,790-10.7% | $4,754+27.6% |
| Participant deferral / active EE | $12,989 | $11,626+11.7% | $10,410+24.8% | $6,712+93.5% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |