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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,271 | $148,629-16.4% | $135,982-8.6% | $139,487-10.9% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.37% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $8,123 | $5,247+54.8% | $4,859+67.2% | $4,755+70.8% |
| Participant deferral / active EE | $5,564 | $8,102-31.3% | $7,760-28.3% | $6,713-17.1% |
| Admin fee / account holder | $22 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |