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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,865 | $154,228-38.5% | $145,433-34.8% | $137,256-30.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,678 | $4,804-23.4% | $4,554-19.2% | $4,156-11.5% |
| Participant deferral / active EE | $15,038 | $8,216+83.0% | $7,897+90.4% | $6,407+134.7% |
| Admin fee / account holder | $183 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |