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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,460 | $183,627-27.9% | $155,602-14.9% | $145,978-9.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.97% | 61.32%-45.3pp | 64.81%-48.8pp | 550.52%-534.6pp |
| Employer contribution / active EE | $11,530 | $5,316+116.9% | $4,675+146.6% | $4,662+147.3% |
| Participant deferral / active EE | $8,131 | $6,466+25.7% | $5,629+44.4% | $6,690+21.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |