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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,442 | $201,344-14.9% | $184,243-6.9% | $145,877+17.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.28% | 29.01%-11.7pp | 28.82%-11.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,607 | $7,022-62.9% | $6,427-59.4% | $4,663-44.1% |
| Participant deferral / active EE | $8,612 | $9,807-12.2% | $9,132-5.7% | $6,691+28.7% |
| Admin fee / account holder | $203 | $16,382-98.8% | $13,914-98.5% | $13,402-98.5% |