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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,921 | $124,346+21.4% | $111,306+35.6% | $167,553-9.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 15.48% | 37.46%-22.0pp | 54.67%-39.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $2,521 | $3,438-26.7% | $2,732-7.7% | $4,840-47.9% |
| Participant deferral / active EE | $4,810 | $5,182-7.2% | $4,488+7.2% | $6,343-24.2% |
| Admin fee / account holder | $20 | $10,623-99.8% | $7,966-99.7% | $12,316-99.8% |