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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,865 | $156,398-39.3% | $147,318-35.6% | $138,895-31.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.29% | 78.75%-61.5pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,678 | $4,853-24.2% | $4,593-19.9% | $4,194-12.3% |
| Participant deferral / active EE | $15,038 | $8,237+82.6% | $7,906+90.2% | $6,396+135.1% |
| Admin fee / account holder | $183 | $14,976-98.8% | $13,708-98.7% | $12,562-98.5% |