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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,829 | $183,592-10.2% | $155,574+5.9% | $145,877+13.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.06% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $4,970 | $5,317-6.5% | $4,676+6.3% | $4,663+6.6% |
| Participant deferral / active EE | $11,078 | $6,466+71.3% | $5,629+96.8% | $6,691+65.6% |
| Admin fee / account holder | $128 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |