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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,808 | $183,516-22.2% | $155,534-8.2% | $145,884-2.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.82% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $9,149 | $5,315+72.1% | $4,675+95.7% | $4,662+96.2% |
| Participant deferral / active EE | $6,967 | $6,467+7.7% | $5,630+23.7% | $6,690+4.1% |
| Admin fee / account holder | $17 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |