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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,245 | $202,440-27.8% | $169,390-13.7% | $139,466+4.9% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.22% | 532.36%-521.1pp | 406.07%-394.8pp | 373.66%-362.4pp |
| Employer contribution / active EE | $1,087 | $4,693-76.8% | $4,013-72.9% | $4,754-77.1% |
| Participant deferral / active EE | $7,267 | $6,940+4.7% | $6,222+16.8% | $6,712+8.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |