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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,628 | $209,336-21.8% | $197,124-17.0% | $137,256+19.2% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 16.45% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,064 | $6,591-53.5% | $6,227-50.8% | $4,156-26.3% |
| Participant deferral / active EE | $9,354 | $9,614-2.7% | $9,135+2.4% | $6,407+46.0% |
| Admin fee / account holder | $73 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |