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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,630 | $201,259-21.2% | $184,200-13.9% | $145,959+8.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.34% | 28.98%-18.6pp | 28.80%-18.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $3,237 | $7,018-53.9% | $6,424-49.6% | $4,661-30.5% |
| Participant deferral / active EE | $4,000 | $9,806-59.2% | $9,132-56.2% | $6,689-40.2% |
| Admin fee / account holder | $8 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |