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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,391 | $185,905-16.4% | $170,057-8.6% | $139,487+11.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 23.91% | 60.56%-36.7pp | 53.42%-29.5pp | 373.84%-349.9pp |
| Employer contribution / active EE | $5,290 | $7,597-30.4% | $6,790-22.1% | $4,755+11.2% |
| Participant deferral / active EE | $7,872 | $11,627-32.3% | $10,411-24.4% | $6,713+17.3% |
| Admin fee / account holder | $17 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |