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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,623 | $223,823-28.2% | $211,142-23.9% | $154,746+3.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.27% | 50.39%-34.1pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,880 | $6,787-57.6% | $6,442-55.3% | $4,379-34.2% |
| Participant deferral / active EE | $25,200 | $9,750+158.5% | $9,284+171.4% | $6,730+274.4% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |