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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,509 | $183,627-20.2% | $155,602-5.8% | $145,978+0.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.25% | 61.32%-42.1pp | 64.81%-45.6pp | 550.52%-531.3pp |
| Employer contribution / active EE | $1,457 | $5,316-72.6% | $4,675-68.8% | $4,662-68.7% |
| Participant deferral / active EE | $4,979 | $6,466-23.0% | $5,629-11.5% | $6,690-25.6% |
| Admin fee / account holder | $39 | $19,327-99.8% | $15,923-99.8% | $13,400-99.7% |