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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,030 | $178,174-20.8% | $156,181-9.7% | $137,256+2.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.46% | 84.19%-63.7pp | 64.87%-44.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,632 | $4,972-47.1% | $4,294-38.7% | $4,156-36.7% |
| Participant deferral / active EE | $9,892 | $6,888+43.6% | $6,132+61.3% | $6,407+54.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |