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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,046 | $157,304-22.4% | $141,197-13.6% | $152,909-20.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 25.12% | 64.34%-39.2pp | 71.41%-46.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $3,532 | $5,263-32.9% | $4,736-25.4% | $4,764-25.9% |
| Participant deferral / active EE | $5,993 | $7,111-15.7% | $6,710-10.7% | $5,851+2.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |