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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,903 | $185,312-22.3% | $161,489-10.9% | $154,746-7.0% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.65% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $4,351 | $4,769-8.8% | $4,268+1.9% | $4,379-0.6% |
| Participant deferral / active EE | $6,338 | $6,350-0.2% | $5,630+12.6% | $6,730-5.8% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |