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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,513 | $209,336-26.2% | $197,124-21.6% | $137,256+12.6% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 11.78% | 48.09%-36.3pp | 44.34%-32.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,325 | $6,591-64.7% | $6,227-62.7% | $4,156-44.1% |
| Participant deferral / active EE | $3,806 | $9,614-60.4% | $9,135-58.3% | $6,407-40.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |