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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,442 | $201,370-14.9% | $184,256-7.0% | $145,897+17.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.28% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,607 | $7,024-62.9% | $6,427-59.4% | $4,663-44.1% |
| Participant deferral / active EE | $8,612 | $9,808-12.2% | $9,133-5.7% | $6,689+28.7% |
| Admin fee / account holder | $203 | $16,364-98.8% | $13,899-98.5% | $13,390-98.5% |