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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,124 | $181,062-17.6% | $158,223-5.8% | $155,188-3.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 16.12% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,500 | $4,565-45.2% | $4,109-39.2% | $4,248-41.1% |
| Participant deferral / active EE | $9,751 | $6,134+59.0% | $5,467+78.4% | $6,531+49.3% |
| Admin fee / account holder | $298 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |