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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,362 | $183,516-16.4% | $155,534-1.4% | $145,884+5.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 61.43%-48.2pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,846 | $5,315+28.8% | $4,675+46.4% | $4,662+46.8% |
| Participant deferral / active EE | $18,353 | $6,467+183.8% | $5,630+226.0% | $6,690+174.3% |
| Admin fee / account holder | $28 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |