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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,953 | $124,425-11.6% | $112,040-1.9% | $137,256-19.9% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 19.15% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,067 | $3,411+19.2% | $2,954+37.7% | $4,156-2.1% |
| Participant deferral / active EE | $12,231 | $5,718+113.9% | $5,098+139.9% | $6,407+90.9% |
| Admin fee / account holder | $4 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |