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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,314 | $148,629-15.0% | $135,982-7.1% | $139,487-9.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 29.93% | 79.33%-49.4pp | 68.32%-38.4pp | 373.84%-343.9pp |
| Employer contribution / active EE | $1,601 | $5,247-69.5% | $4,859-67.1% | $4,755-66.3% |
| Participant deferral / active EE | $6,547 | $8,102-19.2% | $7,760-15.6% | $6,713-2.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |