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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,154 | $148,623-7.7% | $135,974+0.9% | $139,466-1.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.90% | 79.30%-63.4pp | 68.30%-52.4pp | 373.66%-357.8pp |
| Employer contribution / active EE | $5,119 | $5,246-2.4% | $4,859+5.4% | $4,754+7.7% |
| Participant deferral / active EE | $9,629 | $8,103+18.8% | $7,760+24.1% | $6,712+43.5% |
| Admin fee / account holder | $255 | $12,406-97.9% | $10,767-97.6% | $11,409-97.8% |