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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,097 | $183,627-0.3% | $155,602+17.7% | $145,978+25.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 17.00% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,911 | $5,316-64.1% | $4,675-59.1% | $4,662-59.0% |
| Participant deferral / active EE | $3,196 | $6,466-50.6% | $5,629-43.2% | $6,690-52.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |