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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,433 | $135,956+9.2% | $123,894+19.8% | $273,972-45.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.57% | 56.63%-47.1pp | 47.52%-37.9pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $175 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |