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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,369 | $165,351-11.5% | $149,710-2.2% | $158,931-7.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.07% | 348.19%-330.1pp | 276.63%-258.6pp | 302.86%-284.8pp |
| Employer contribution / active EE | $7,560 | $5,103+48.1% | $4,645+62.8% | $4,761+58.8% |
| Participant deferral / active EE | $11,186 | $7,181+55.8% | $6,842+63.5% | $5,982+87.0% |
| Admin fee / account holder | $204 | $10,807-98.1% | $9,309-97.8% | $11,247-98.2% |