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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,370 | $232,540-35.3% | $185,117-18.8% | $147,586+1.9% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 17.60% | 43.03%-25.4pp | 40.50%-22.9pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,657 | $5,195+8.9% | $4,182+35.3% | $4,876+16.0% |
| Participant deferral / active EE | $5,979 | $5,834+2.5% | $5,045+18.5% | $5,439+9.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |