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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,800 | $227,399-24.0% | $189,758-8.9% | $198,609-13.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 14.65% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $3,830 | $5,526-30.7% | $4,767-19.6% | $5,055-24.2% |
| Participant deferral / active EE | $16,258 | $6,837+137.8% | $5,856+177.6% | $6,977+133.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |