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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,032 | $123,155+21.8% | $108,753+38.0% | $155,188-3.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 25.59% | 44.73%-19.1pp | 37.47%-11.9pp | 148.84%-123.3pp |
| Employer contribution / active EE | $2,542 | $2,811-9.6% | $2,427+4.8% | $4,248-40.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $42 | $12,126-99.7% | $10,320-99.6% | $14,480-99.7% |