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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,513 | $223,823-31.0% | $211,142-26.8% | $154,746-0.2% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 11.78% | 50.39%-38.6pp | 46.84%-35.1pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,325 | $6,787-65.7% | $6,442-63.9% | $4,379-46.9% |
| Participant deferral / active EE | $3,806 | $9,750-61.0% | $9,284-59.0% | $6,730-43.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |