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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,097 | $183,592-0.3% | $155,574+17.7% | $145,877+25.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 17.00% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,911 | $5,317-64.1% | $4,676-59.1% | $4,663-59.0% |
| Participant deferral / active EE | $3,196 | $6,466-50.6% | $5,629-43.2% | $6,691-52.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |