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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,347 | $183,539-15.4% | $155,556-0.1% | $145,897+6.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.77% | 61.31%-42.5pp | 64.84%-46.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $3,059 | $5,315-42.5% | $4,675-34.6% | $4,663-34.4% |
| Participant deferral / active EE | $10,603 | $6,467+64.0% | $5,631+88.3% | $6,689+58.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |