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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,814 | $175,259-27.6% | $149,723-15.3% | $139,487-9.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.40% | 166.82%-147.4pp | 134.50%-115.1pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,924 | $5,478-64.9% | $4,821-60.1% | $4,755-59.5% |
| Participant deferral / active EE | $5,993 | $6,522-8.1% | $5,682+5.5% | $6,713-10.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |