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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,194 | $183,627-22.6% | $155,602-8.6% | $145,978-2.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.16% | 61.32%-45.2pp | 64.81%-48.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $2,375 | $5,316-55.3% | $4,675-49.2% | $4,662-49.1% |
| Participant deferral / active EE | $5,834 | $6,466-9.8% | $5,629+3.6% | $6,690-12.8% |
| Admin fee / account holder | $130 | $19,327-99.3% | $15,923-99.2% | $13,400-99.0% |