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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,543 | $183,592-25.6% | $155,574-12.2% | $145,877-6.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $8,117 | $5,317+52.7% | $4,676+73.6% | $4,663+74.1% |
| Participant deferral / active EE | $8,983 | $6,466+38.9% | $5,629+59.6% | $6,691+34.3% |
| Admin fee / account holder | $163 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |