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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,758 | $172,111-14.1% | $150,298-1.7% | $137,256+7.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.45% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,935 | $4,636-58.3% | $4,154-53.4% | $4,156-53.4% |
| Participant deferral / active EE | $6,425 | $6,166+4.2% | $5,453+17.8% | $6,407+0.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |