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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,025 | $211,239-24.7% | $178,528-10.9% | $145,877+9.0% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.44% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.8pp |
| Employer contribution / active EE | $7,752 | $4,570+69.6% | $3,950+96.2% | $4,663+66.2% |
| Participant deferral / active EE | $11,052 | $6,963+58.7% | $6,278+76.0% | $6,691+65.2% |
| Admin fee / account holder | $11 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |