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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,708 | $212,386-15.4% | $199,883-10.1% | $138,895+29.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 14.59% | 47.75%-33.2pp | 43.81%-29.2pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,203 | $6,625-51.7% | $6,261-48.9% | $4,194-23.6% |
| Participant deferral / active EE | $4,461 | $9,617-53.6% | $9,138-51.2% | $6,396-30.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |