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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,185 | $148,582-13.1% | $135,942-5.0% | $139,456-7.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.48% | 79.26%-61.8pp | 68.28%-50.8pp | 373.45%-356.0pp |
| Employer contribution / active EE | $2,167 | $5,245-58.7% | $4,858-55.4% | $4,753-54.4% |
| Participant deferral / active EE | $11,444 | $8,101+41.3% | $7,759+47.5% | $6,711+70.5% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |