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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,106 | $198,457-34.9% | $170,435-24.2% | $147,586-12.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.26% | 257.30%-239.0pp | 205.94%-187.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,324 | $6,183-78.6% | $5,432-75.6% | $4,876-72.9% |
| Participant deferral / active EE | $3,231 | $5,629-42.6% | $4,939-34.6% | $5,439-40.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |