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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,347 | $183,592-15.4% | $155,574-0.1% | $145,877+6.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.77% | 61.37%-42.6pp | 64.87%-46.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $3,059 | $5,317-42.5% | $4,676-34.6% | $4,663-34.4% |
| Participant deferral / active EE | $10,603 | $6,466+64.0% | $5,629+88.4% | $6,691+58.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |