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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,535 | $155,555-27.7% | $146,866-23.4% | $155,188-27.5% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 18.07% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,518 | $4,647-24.3% | $4,425-20.5% | $4,248-17.2% |
| Participant deferral / active EE | $14,588 | $8,044+81.3% | $7,759+88.0% | $6,531+123.4% |
| Admin fee / account holder | $230 | $14,755-98.4% | $13,620-98.3% | $14,480-98.4% |