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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,605 | $154,228-50.3% | $145,433-47.3% | $137,256-44.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 14.56% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,149 | $4,804-55.3% | $4,554-52.8% | $4,156-48.3% |
| Participant deferral / active EE | $6,055 | $8,216-26.3% | $7,897-23.3% | $6,407-5.5% |
| Admin fee / account holder | $71 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |