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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,630 | $227,399-18.8% | $189,758-2.7% | $198,609-7.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 14.59% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $6,842 | $5,526+23.8% | $4,767+43.5% | $5,055+35.3% |
| Participant deferral / active EE | $7,495 | $6,837+9.6% | $5,856+28.0% | $6,977+7.4% |
| Admin fee / account holder | $52 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |