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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,791 | $183,516-32.0% | $155,534-19.8% | $145,884-14.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,820 | $5,315-65.8% | $4,675-61.1% | $4,662-61.0% |
| Participant deferral / active EE | $8,015 | $6,467+23.9% | $5,630+42.4% | $6,690+19.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |