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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,013 | $183,592-26.5% | $155,567-13.2% | $145,959-7.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,025 | $5,315-5.4% | $4,674+7.5% | $4,661+7.8% |
| Participant deferral / active EE | $9,070 | $6,464+40.3% | $5,628+61.2% | $6,689+35.6% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |