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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,365 | $149,778+4.4% | $118,946+31.5% | $158,950-1.6% |
| Participation rate | 95.0% | 82.1%+12.9pp | 75.4%+19.6pp | 82.0%+13.0pp |
| Annual return | 13.93% | 19.95%-6.0pp | 35.89%-22.0pp | 302.91%-289.0pp |
| Employer contribution / active EE | $3,036 | $4,117-26.3% | $3,263-7.0% | $4,762-36.2% |
| Participant deferral / active EE | $10,429 | $5,225+99.6% | $4,266+144.5% | $5,983+74.3% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |