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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,907 | $175,231-20.7% | $149,696-7.2% | $139,466-0.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 25.14% | 166.77%-141.6pp | 134.46%-109.3pp | 373.66%-348.5pp |
| Employer contribution / active EE | $4,890 | $5,478-10.7% | $4,821+1.4% | $4,754+2.9% |
| Participant deferral / active EE | $7,298 | $6,521+11.9% | $5,682+28.4% | $6,712+8.7% |
| Admin fee / account holder | $102 | $16,155-99.4% | $13,212-99.2% | $11,409-99.1% |