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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,630 | $201,372-21.2% | $184,260-13.9% | $145,884+8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.34% | 29.04%-18.7pp | 28.84%-18.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,237 | $7,024-53.9% | $6,427-49.6% | $4,662-30.6% |
| Participant deferral / active EE | $4,000 | $9,808-59.2% | $9,133-56.2% | $6,690-40.2% |
| Admin fee / account holder | $8 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |