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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,089 | $197,603-16.5% | $177,827-7.2% | $158,950+3.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.26% | 58.76%-39.5pp | 48.32%-29.1pp | 302.91%-283.6pp |
| Employer contribution / active EE | $1,726 | $6,698-74.2% | $5,918-70.8% | $4,762-63.7% |
| Participant deferral / active EE | $17,767 | $8,404+111.4% | $7,713+130.3% | $5,983+197.0% |
| Admin fee / account holder | $20 | $15,402-99.9% | $12,429-99.8% | $11,248-99.8% |