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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,761 | $212,386-21.0% | $199,883-16.1% | $138,895+20.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.88% | 47.75%-29.9pp | 43.81%-25.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $5,496 | $6,625-17.0% | $6,261-12.2% | $4,194+31.0% |
| Participant deferral / active EE | $19,375 | $9,617+101.5% | $9,138+112.0% | $6,396+202.9% |
| Admin fee / account holder | $176 | $18,233-99.0% | $17,268-99.0% | $12,562-98.6% |