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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,516 | $183,592-33.3% | $155,574-21.2% | $145,877-16.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.99% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,699 | $5,317-68.0% | $4,676-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $5,328 | $6,466-17.6% | $5,629-5.3% | $6,691-20.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |