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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,839 | $183,592-28.7% | $155,574-15.9% | $145,877-10.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.86% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $26,881 | $5,317+405.6% | $4,676+474.9% | $4,663+476.5% |
| Participant deferral / active EE | $13,000 | $6,466+101.1% | $5,629+130.9% | $6,691+94.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |