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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,893 | $156,398-23.3% | $147,318-18.6% | $138,895-13.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 14.09% | 78.75%-64.7pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,361 | $4,853-51.3% | $4,593-48.6% | $4,194-43.7% |
| Participant deferral / active EE | $5,600 | $8,237-32.0% | $7,906-29.2% | $6,396-12.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |