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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,791 | $183,592-32.0% | $155,574-19.8% | $145,877-14.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,820 | $5,317-65.8% | $4,676-61.1% | $4,663-61.0% |
| Participant deferral / active EE | $8,015 | $6,466+24.0% | $5,629+42.4% | $6,691+19.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |