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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,824 | $183,539-32.0% | $155,556-19.8% | $145,897-14.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.13% | 61.31%-52.2pp | 64.84%-55.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $5,056 | $5,315-4.9% | $4,675+8.1% | $4,663+8.4% |
| Participant deferral / active EE | $24,602 | $6,467+280.4% | $5,631+336.9% | $6,689+267.8% |
| Admin fee / account holder | $205 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |