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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,376 | $106,280+35.8% | $96,538+49.6% | $139,487+3.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.07% | 38.48%-19.4pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $3,041 | $4,107-26.0% | $3,740-18.7% | $4,755-36.1% |
| Participant deferral / active EE | $14,075 | $5,457+157.9% | $4,880+188.4% | $6,713+109.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |