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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,823 | $159,934-5.7% | $147,005+2.6% | $145,959+3.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.98% | 98.24%-82.3pp | 418.76%-402.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $6,404 | $5,287+21.1% | $4,934+29.8% | $4,661+37.4% |
| Participant deferral / active EE | $21,476 | $8,427+154.8% | $8,070+166.1% | $6,689+221.1% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |