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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,956 | $183,516-35.7% | $155,534-24.2% | $145,884-19.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.91% | 61.43%-41.5pp | 64.92%-45.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,227 | $5,315-76.9% | $4,675-73.7% | $4,662-73.7% |
| Participant deferral / active EE | $15,684 | $6,467+142.5% | $5,630+178.6% | $6,690+134.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |