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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,773 | $211,288-24.4% | $178,540-10.5% | $145,884+9.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 35.76% | 30.27%+5.5pp | 27.15%+8.6pp | 551.85%-516.1pp |
| Employer contribution / active EE | $13,383 | $4,574+192.6% | $3,953+238.6% | $4,662+187.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |