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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,953 | $136,860-19.7% | $120,344-8.6% | $154,746-28.9% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 19.15% | 21.38%-2.2pp | 20.30%-1.1pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,067 | $3,533+15.1% | $3,020+34.7% | $4,379-7.1% |
| Participant deferral / active EE | $12,231 | $5,793+111.1% | $5,135+138.2% | $6,730+81.7% |
| Admin fee / account holder | $4 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |