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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,745 | $168,636-24.2% | $147,617-13.5% | $125,393+1.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.37% | 77.65%-73.3pp | 61.98%-57.6pp | 282.23%-277.9pp |
| Employer contribution / active EE | $3,898 | $6,252-37.7% | $5,565-29.9% | $4,866-19.9% |
| Participant deferral / active EE | $16,800 | $5,507+205.1% | $4,895+243.2% | $5,351+213.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |