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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,903 | $172,111-16.4% | $150,298-4.3% | $137,256+4.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.65% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,351 | $4,636-6.2% | $4,154+4.7% | $4,156+4.7% |
| Participant deferral / active EE | $6,338 | $6,166+2.8% | $5,453+16.2% | $6,407-1.1% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |