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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,932 | $174,379-29.5% | $152,093-19.2% | $138,895-11.5% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 44.95% | 74.86%-29.9pp | 66.36%-21.4pp | 145.39%-100.4pp |
| Employer contribution / active EE | $3,445 | $4,652-25.9% | $4,175-17.5% | $4,194-17.9% |
| Participant deferral / active EE | $10,204 | $6,159+65.7% | $5,451+87.2% | $6,396+59.5% |
| Admin fee / account holder | $150 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |