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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,132 | $228,395-13.7% | $185,861+6.1% | $158,982+24.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 15.78% | 40.82%-25.0pp | 35.96%-20.2pp | 302.99%-287.2pp |
| Employer contribution / active EE | $7,675 | $4,968+54.5% | $4,088+87.8% | $4,763+61.2% |
| Participant deferral / active EE | $12,329 | $6,417+92.1% | $5,634+118.8% | $5,983+106.0% |
| Admin fee / account holder | $25 | $11,869-99.8% | $9,503-99.7% | $11,252-99.8% |