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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,348 | $212,386-5.2% | $199,883+0.7% | $138,895+45.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 15.81% | 47.75%-31.9pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,911 | $6,625-71.2% | $6,261-69.5% | $4,194-54.4% |
| Participant deferral / active EE | $12,312 | $9,617+28.0% | $9,138+34.7% | $6,396+92.5% |
| Admin fee / account holder | $57 | $18,233-99.7% | $17,268-99.7% | $12,562-99.5% |