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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,285 | $183,516-5.0% | $155,534+12.1% | $145,884+19.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.45% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,688 | $5,315-49.4% | $4,675-42.5% | $4,662-42.4% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,630+36.2% | $6,690+14.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |