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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,535 | $162,136-30.6% | $152,301-26.1% | $154,746-27.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 18.07% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,518 | $4,890-28.1% | $4,624-23.9% | $4,379-19.7% |
| Participant deferral / active EE | $14,588 | $8,341+74.9% | $8,004+82.3% | $6,730+116.7% |
| Admin fee / account holder | $230 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |