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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,891 | $183,539-8.5% | $155,556+7.9% | $145,897+15.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,383 | $5,315-36.3% | $4,675-27.6% | $4,663-27.4% |
| Participant deferral / active EE | $4,938 | $6,467-23.6% | $5,631-12.3% | $6,689-26.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |