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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,349 | $185,905-13.2% | $170,057-5.1% | $139,487+15.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 15.14% | 60.56%-45.4pp | 53.42%-38.3pp | 373.84%-358.7pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,943 | $11,627-40.3% | $10,411-33.3% | $6,713+3.4% |
| Admin fee / account holder | $130 | $15,397-99.2% | $12,826-99.0% | $11,407-98.9% |