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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,497 | $228,352-30.6% | $185,835-14.7% | $158,966-0.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 49.59% | 40.81%+8.8pp | 35.96%+13.6pp | 302.95%-253.4pp |
| Employer contribution / active EE | $3,202 | $4,967-35.5% | $4,087-21.7% | $4,762-32.8% |
| Participant deferral / active EE | $11,791 | $6,416+83.8% | $5,633+109.3% | $5,983+97.1% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |