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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,340 | $197,625-4.7% | $177,840+5.9% | $158,966+18.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 20.35% | 58.76%-38.4pp | 48.32%-28.0pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,972 | $6,698-70.6% | $5,919-66.7% | $4,762-58.6% |
| Participant deferral / active EE | $6,353 | $8,405-24.4% | $7,714-17.6% | $5,983+6.2% |
| Admin fee / account holder | $28 | $15,405-99.8% | $12,431-99.8% | $11,250-99.7% |