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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,165 | $134,817+1.0% | $123,973+9.8% | $155,188-12.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.60% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,119 | $4,425-29.5% | $4,126-24.4% | $4,248-26.6% |
| Participant deferral / active EE | $6,630 | $5,706+16.2% | $5,247+26.4% | $6,531+1.5% |
| Admin fee / account holder | $112 | $13,245-99.2% | $11,799-99.0% | $14,480-99.2% |