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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,360 | $209,405-61.1% | $178,486-54.4% | $158,931-48.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.00% | 188.77%-175.8pp | 151.08%-138.1pp | 302.86%-289.9pp |
| Employer contribution / active EE | $5,997 | $5,707+5.1% | $5,011+19.7% | $4,761+26.0% |
| Participant deferral / active EE | $6,145 | $5,954+3.2% | $5,202+18.1% | $5,982+2.7% |
| Admin fee / account holder | $184 | $17,076-98.9% | $13,985-98.7% | $11,247-98.4% |