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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,290 | $132,099-6.7% | $115,599+6.7% | $138,895-11.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.99% | 176.76%-160.8pp | 111.10%-95.1pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,783 | $3,416+10.7% | $2,955+28.0% | $4,194-9.8% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |