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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,805 | $211,239-8.3% | $178,528+8.6% | $145,877+32.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.50% | 30.22%-20.7pp | 27.11%-17.6pp | 551.28%-541.8pp |
| Employer contribution / active EE | $11,763 | $4,570+157.4% | $3,950+197.8% | $4,663+152.3% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |