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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,687 | $183,592-15.2% | $155,567+0.1% | $145,959+6.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.08% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $7,500 | $5,315+41.1% | $4,674+60.5% | $4,661+60.9% |
| Participant deferral / active EE | $4,483 | $6,464-30.6% | $5,628-20.3% | $6,689-33.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |