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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,600 | $157,270-14.4% | $141,173-4.7% | $152,870-12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.54% | 64.33%-40.8pp | 71.40%-47.9pp | 345.34%-321.8pp |
| Employer contribution / active EE | $5,700 | $5,261+8.3% | $4,735+20.4% | $4,763+19.7% |
| Participant deferral / active EE | $11,249 | $7,110+58.2% | $6,710+67.7% | $5,850+92.3% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |