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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,696 | $209,336-22.8% | $197,124-18.0% | $137,256+17.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.14% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,410 | $6,591-48.3% | $6,227-45.2% | $4,156-18.0% |
| Participant deferral / active EE | $6,400 | $9,614-33.4% | $9,135-29.9% | $6,407-0.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |