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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,541 | $160,040-9.7% | $147,096-1.7% | $145,877-0.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 280.18% | 98.49%+181.7pp | 419.75%-139.6pp | 551.28%-271.1pp |
| Employer contribution / active EE | $5,653 | $5,289+6.9% | $4,936+14.5% | $4,663+21.2% |
| Participant deferral / active EE | $14,037 | $8,429+66.5% | $8,071+73.9% | $6,691+109.8% |
| Admin fee / account holder | $27 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |