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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,823 | $160,040-5.8% | $147,096+2.5% | $145,877+3.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.98% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $6,404 | $5,289+21.1% | $4,936+29.7% | $4,663+37.3% |
| Participant deferral / active EE | $21,476 | $8,429+154.8% | $8,071+166.1% | $6,691+221.0% |
| Admin fee / account holder | $16 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |