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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,516 | $183,539-33.2% | $155,556-21.2% | $145,897-16.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.99% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,699 | $5,315-68.0% | $4,675-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $5,328 | $6,467-17.6% | $5,631-5.4% | $6,689-20.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |