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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,124 | $185,312-19.5% | $161,489-7.7% | $154,746-3.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.12% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,500 | $4,769-47.6% | $4,268-41.4% | $4,379-42.9% |
| Participant deferral / active EE | $9,751 | $6,350+53.6% | $5,630+73.2% | $6,730+44.9% |
| Admin fee / account holder | $298 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |