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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,894 | $196,972-34.1% | $182,262-28.7% | $198,609-34.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.37% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $5,779 | $5,364+7.7% | $5,046+14.5% | $5,055+14.3% |
| Participant deferral / active EE | $10,960 | $8,643+26.8% | $8,276+32.4% | $6,977+57.1% |
| Admin fee / account holder | $146 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |