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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,020 | $155,555-54.3% | $146,866-51.6% | $155,188-54.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 18.37% | 115.41%-97.0pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,677 | $4,647-20.9% | $4,425-16.9% | $4,248-13.4% |
| Participant deferral / active EE | $7,813 | $8,044-2.9% | $7,759+0.7% | $6,531+19.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |