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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,196 | $156,398-15.5% | $147,318-10.3% | $138,895-4.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 20.75% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,844 | $4,853-41.4% | $4,593-38.1% | $4,194-32.2% |
| Participant deferral / active EE | $6,190 | $8,237-24.9% | $7,906-21.7% | $6,396-3.2% |
| Admin fee / account holder | $281 | $14,976-98.1% | $13,708-97.9% | $12,562-97.8% |