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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,508 | $185,905-27.6% | $170,057-20.9% | $139,487-3.6% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 26.01% | 60.56%-34.6pp | 53.42%-27.4pp | 373.84%-347.8pp |
| Employer contribution / active EE | $3,892 | $7,597-48.8% | $6,790-42.7% | $4,755-18.1% |
| Participant deferral / active EE | $13,394 | $11,627+15.2% | $10,411+28.7% | $6,713+99.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |