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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,977 | $165,399-23.2% | $149,745-15.2% | $158,982-20.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.59% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $6,052 | $5,105+18.6% | $4,646+30.3% | $4,763+27.1% |
| Participant deferral / active EE | $7,238 | $7,183+0.8% | $6,843+5.8% | $5,983+21.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |