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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,170 | $209,425-45.5% | $178,499-36.0% | $158,966-28.2% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.56% | 188.80%-175.2pp | 151.10%-137.5pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,716 | $5,707-34.9% | $5,011-25.8% | $4,762-22.0% |
| Participant deferral / active EE | $7,663 | $5,955+28.7% | $5,202+47.3% | $5,983+28.1% |
| Admin fee / account holder | $37 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |