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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,755 | $183,592-17.9% | $155,574-3.1% | $145,877+3.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.77% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,328 | $5,317-56.2% | $4,676-50.2% | $4,663-50.1% |
| Participant deferral / active EE | $6,335 | $6,466-2.0% | $5,629+12.5% | $6,691-5.3% |
| Admin fee / account holder | $16 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |