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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,369 | $165,399-11.5% | $149,745-2.3% | $158,982-7.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.07% | 348.34%-330.3pp | 276.72%-258.7pp | 302.99%-284.9pp |
| Employer contribution / active EE | $7,560 | $5,105+48.1% | $4,646+62.7% | $4,763+58.7% |
| Participant deferral / active EE | $11,186 | $7,183+55.7% | $6,843+63.5% | $5,983+86.9% |
| Admin fee / account holder | $204 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |