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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,862 | $148,629-14.6% | $135,982-6.7% | $139,487-9.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.09% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,568 | $5,247-51.1% | $4,859-47.2% | $4,755-46.0% |
| Participant deferral / active EE | $8,324 | $8,102+2.7% | $7,760+7.3% | $6,713+24.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |