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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,520 | $223,823-31.9% | $211,142-27.8% | $154,746-1.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.17% | 50.39%-35.2pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,896 | $6,787-42.6% | $6,442-39.5% | $4,379-11.0% |
| Participant deferral / active EE | $11,093 | $9,750+13.8% | $9,284+19.5% | $6,730+64.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |