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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,758 | $209,336-33.7% | $197,124-29.6% | $137,256+1.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.74% | 48.09%-22.4pp | 44.34%-18.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,831 | $6,591-72.2% | $6,227-70.6% | $4,156-55.9% |
| Participant deferral / active EE | $11,458 | $9,614+19.2% | $9,135+25.4% | $6,407+78.8% |
| Admin fee / account holder | $285 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |