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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,201 | $209,425-73.6% | $178,499-69.1% | $158,966-65.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.74% | 188.80%-165.1pp | 151.10%-127.4pp | 302.95%-279.2pp |
| Employer contribution / active EE | $6,826 | $5,707+19.6% | $5,011+36.2% | $4,762+43.3% |
| Participant deferral / active EE | $6,998 | $5,955+17.5% | $5,202+34.5% | $5,983+17.0% |
| Admin fee / account holder | $160 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |