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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,347 | $183,516-15.4% | $155,534-0.1% | $145,884+6.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.77% | 61.43%-42.7pp | 64.92%-46.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $3,059 | $5,315-42.4% | $4,675-34.6% | $4,662-34.4% |
| Participant deferral / active EE | $10,603 | $6,467+64.0% | $5,630+88.3% | $6,690+58.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |