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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,530 | $201,370-1.9% | $184,256+7.2% | $145,897+35.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 11.57% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,357 | $7,024-66.4% | $6,427-63.3% | $4,663-49.4% |
| Participant deferral / active EE | $10,254 | $9,808+4.5% | $9,133+12.3% | $6,689+53.3% |
| Admin fee / account holder | $140 | $16,364-99.1% | $13,899-99.0% | $13,390-99.0% |