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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,304 | $181,062-38.0% | $158,223-29.0% | $155,188-27.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 24.85% | 57.39%-32.5pp | 52.09%-27.2pp | 148.84%-124.0pp |
| Employer contribution / active EE | $12,280 | $4,565+169.0% | $4,109+198.9% | $4,248+189.1% |
| Participant deferral / active EE | $10,679 | $6,134+74.1% | $5,467+95.3% | $6,531+63.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |