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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,953 | $148,623-14.6% | $135,974-6.6% | $139,466-9.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.78% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.9pp |
| Employer contribution / active EE | $3,813 | $5,246-27.3% | $4,859-21.5% | $4,754-19.8% |
| Participant deferral / active EE | $30,000 | $8,103+270.2% | $7,760+286.6% | $6,712+347.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |