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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,620 | $223,823-33.6% | $211,142-29.6% | $154,746-4.0% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 21.63% | 50.39%-28.8pp | 46.84%-25.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $6,084 | $6,787-10.4% | $6,442-5.6% | $4,379+38.9% |
| Participant deferral / active EE | $12,283 | $9,750+26.0% | $9,284+32.3% | $6,730+82.5% |
| Admin fee / account holder | $80 | $19,707-99.6% | $19,076-99.6% | $14,365-99.4% |