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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,698 | $168,635-19.5% | $147,617-8.1% | $125,389+8.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.89% | 77.65%-74.8pp | 61.98%-59.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $1,402 | $6,252-77.6% | $5,564-74.8% | $4,866-71.2% |
| Participant deferral / active EE | $17,814 | $5,507+223.5% | $4,895+263.9% | $5,352+232.9% |
| Admin fee / account holder | $225 | $13,580-98.3% | $11,612-98.1% | $9,541-97.6% |