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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,823 | $160,070-5.8% | $147,117+2.5% | $145,897+3.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.98% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $6,404 | $5,285+21.2% | $4,932+29.8% | $4,663+37.4% |
| Participant deferral / active EE | $21,476 | $8,419+155.1% | $8,065+166.3% | $6,689+221.0% |
| Admin fee / account holder | $16 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |