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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,290 | $139,948-11.9% | $121,663+1.3% | $154,746-20.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.99% | 230.52%-214.5pp | 147.54%-131.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,783 | $3,521+7.4% | $3,020+25.3% | $4,379-13.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |