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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,752 | $183,592-13.0% | $155,574+2.7% | $145,877+9.5% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 23.46% | 61.37%-37.9pp | 64.87%-41.4pp | 551.28%-527.8pp |
| Employer contribution / active EE | $2,884 | $5,317-45.8% | $4,676-38.3% | $4,663-38.2% |
| Participant deferral / active EE | $9,613 | $6,466+48.7% | $5,629+70.8% | $6,691+43.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |