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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,174 | $157,296-19.1% | $141,191-9.9% | $152,897-16.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.50% | 64.34%-47.8pp | 71.41%-54.9pp | 345.43%-328.9pp |
| Employer contribution / active EE | $6,407 | $5,262+21.7% | $4,736+35.3% | $4,764+34.5% |
| Participant deferral / active EE | $22,928 | $7,111+222.4% | $6,710+241.7% | $5,851+291.9% |
| Admin fee / account holder | $199 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |