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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,945 | $185,312-33.7% | $161,489-23.9% | $154,746-20.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 18.47% | 103.84%-85.4pp | 89.72%-71.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,476 | $4,769-69.1% | $4,268-65.4% | $4,379-66.3% |
| Participant deferral / active EE | $5,104 | $6,350-19.6% | $5,630-9.3% | $6,730-24.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |