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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,368 | $183,539-33.9% | $155,556-22.0% | $145,897-16.8% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 14.80% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $8,891 | $5,315+67.3% | $4,675+90.2% | $4,663+90.7% |
| Participant deferral / active EE | $7,800 | $6,467+20.6% | $5,631+38.5% | $6,689+16.6% |
| Admin fee / account holder | $133 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |