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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,509 | $183,516-20.2% | $155,534-5.8% | $145,884+0.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.25% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $1,457 | $5,315-72.6% | $4,675-68.8% | $4,662-68.8% |
| Participant deferral / active EE | $4,979 | $6,467-23.0% | $5,630-11.6% | $6,690-25.6% |
| Admin fee / account holder | $39 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |