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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,160 | $106,280+46.0% | $96,538+60.7% | $139,487+11.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 15.88% | 38.48%-22.6pp | 35.74%-19.9pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,871 | $4,107-54.4% | $3,740-50.0% | $4,755-60.6% |
| Participant deferral / active EE | $13,714 | $5,457+151.3% | $4,880+181.0% | $6,713+104.3% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |