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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,169 | $183,592-18.2% | $155,574-3.5% | $145,877+2.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.38% | 61.37%-38.0pp | 64.87%-41.5pp | 551.28%-527.9pp |
| Employer contribution / active EE | $7,121 | $5,317+33.9% | $4,676+52.3% | $4,663+52.7% |
| Participant deferral / active EE | $6,328 | $6,466-2.1% | $5,629+12.4% | $6,691-5.4% |
| Admin fee / account holder | $7 | $19,316-100.0% | $15,914-100.0% | $13,402-99.9% |