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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,156 | $77,419+95.2% | $69,461+117.6% | $152,885-1.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 74.6%-4.6pp | 82.5%-12.5pp |
| Annual return | 23.86% | 39.07%-15.2pp | 28.97%-5.1pp | 345.39%-321.5pp |
| Employer contribution / active EE | $1,892 | $3,315-42.9% | $2,779-31.9% | $4,763-60.3% |
| Participant deferral / active EE | $6,368 | $4,414+44.3% | $3,536+80.1% | $5,851+8.8% |
| Admin fee / account holder | $160 | $6,207-97.4% | $3,840-95.8% | $11,598-98.6% |