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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,959 | $228,352-25.1% | $185,827-8.0% | $158,950+7.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 22.35% | 40.81%-18.5pp | 35.96%-13.6pp | 302.91%-280.6pp |
| Employer contribution / active EE | $13,039 | $4,967+162.5% | $4,087+219.0% | $4,762+173.8% |
| Participant deferral / active EE | $10,300 | $6,416+60.5% | $5,633+82.9% | $5,983+72.2% |
| Admin fee / account holder | $87 | $11,867-99.3% | $9,502-99.1% | $11,248-99.2% |