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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,570 | $110,410+45.4% | $102,437+56.7% | $145,897+10.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 19.59% | 24.85%-5.3pp | 24.95%-5.4pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,655 | $4,217-37.0% | $3,871-31.4% | $4,663-43.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $130 | $9,745-98.7% | $8,388-98.4% | $13,390-99.0% |