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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,989 | $115,903+46.7% | $100,528+69.1% | $158,966+6.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 11.71% | 34.80%-23.1pp | 30.90%-19.2pp | 302.95%-291.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,525 | $6,677-62.2% | $6,271-59.7% | $5,983-57.8% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |