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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,008 | $183,516-34.6% | $155,534-22.8% | $145,884-17.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.40% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $5,783 | $5,315+8.8% | $4,675+23.7% | $4,662+24.0% |
| Participant deferral / active EE | $13,325 | $6,467+106.1% | $5,630+136.7% | $6,690+99.2% |
| Admin fee / account holder | $145 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |