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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,318 | $167,483-4.9% | $115,752+37.6% | $147,586+7.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 82.8%+7.2pp |
| Annual return | 15.89% | 12.11%+3.8pp | 19.41%-3.5pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,733 | $4,960-44.9% | $3,492-21.7% | $4,876-44.0% |
| Participant deferral / active EE | $8,698 | $7,037+23.6% | $5,204+67.1% | $5,439+59.9% |
| Admin fee / account holder | $1 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |