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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,527 | $148,623-12.2% | $135,974-4.0% | $139,466-6.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.87% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $5,064 | $5,246-3.5% | $4,859+4.2% | $4,754+6.5% |
| Participant deferral / active EE | $8,193 | $8,103+1.1% | $7,760+5.6% | $6,712+22.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |