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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,897 | $165,381-8.8% | $149,730+0.8% | $158,966-5.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.10% | 348.29%-336.2pp | 276.70%-264.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $2,139 | $5,104-58.1% | $4,645-53.9% | $4,762-55.1% |
| Participant deferral / active EE | $9,693 | $7,182+35.0% | $6,843+41.7% | $5,983+62.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |