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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,025 | $183,516-18.8% | $155,534-4.2% | $145,884+2.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 15.75% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,543 | $5,315-33.3% | $4,675-24.2% | $4,662-24.0% |
| Participant deferral / active EE | $9,371 | $6,467+44.9% | $5,630+66.4% | $6,690+40.1% |
| Admin fee / account holder | $47 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |