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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,602 | $157,304-8.1% | $141,197+2.4% | $152,909-5.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 25.78% | 64.34%-38.6pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $3,701 | $5,263-29.7% | $4,736-21.8% | $4,764-22.3% |
| Participant deferral / active EE | $8,686 | $7,111+22.1% | $6,710+29.4% | $5,851+48.4% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |