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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,230 | $223,823-32.0% | $211,142-27.9% | $154,746-1.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.32% | 50.39%-27.1pp | 46.84%-23.5pp | 172.34%-149.0pp |
| Employer contribution / active EE | $2,213 | $6,787-67.4% | $6,442-65.6% | $4,379-49.5% |
| Participant deferral / active EE | $13,702 | $9,750+40.5% | $9,284+47.6% | $6,730+103.6% |
| Admin fee / account holder | $156 | $19,707-99.2% | $19,076-99.2% | $14,365-98.9% |