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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,444 | $201,370-23.8% | $184,256-16.7% | $145,897+5.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.66% | 29.05%-7.4pp | 28.85%-7.2pp | 552.29%-530.6pp |
| Employer contribution / active EE | $2,439 | $7,024-65.3% | $6,427-62.1% | $4,663-47.7% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,689+52.0% |
| Admin fee / account holder | $166 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |