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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,928 | $211,288-20.5% | $178,540-5.9% | $145,884+15.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.79% | 30.27%-15.5pp | 27.15%-12.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,111 | $4,574-53.8% | $3,953-46.6% | $4,662-54.7% |
| Participant deferral / active EE | $7,994 | $6,967+14.8% | $6,281+27.3% | $6,690+19.5% |
| Admin fee / account holder | $90 | $12,105-99.3% | $10,424-99.1% | $13,392-99.3% |