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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,156 | $77,449+95.2% | $69,483+117.5% | $152,909-1.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 74.6%-4.6pp | 82.5%-12.5pp |
| Annual return | 23.86% | 39.09%-15.2pp | 28.99%-5.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,892 | $3,316-42.9% | $2,780-31.9% | $4,764-60.3% |
| Participant deferral / active EE | $6,368 | $4,415+44.2% | $3,537+80.1% | $5,851+8.8% |
| Admin fee / account holder | $160 | $6,210-97.4% | $3,841-95.8% | $11,601-98.6% |