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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,830 | $162,821+8.0% | $133,978+31.2% | $158,982+10.6% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 12.32% | 41.95%-29.6pp | 45.10%-32.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,448 | $4,976-70.9% | $3,919-63.1% | $4,763-69.6% |
| Participant deferral / active EE | $5,791 | $5,910-2.0% | $5,047+14.7% | $5,983-3.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |