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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,313 | $172,111-56.8% | $150,298-50.6% | $137,256-45.9% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 17.40% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,477 | $4,636-46.6% | $4,154-40.4% | $4,156-40.4% |
| Participant deferral / active EE | $6,862 | $6,166+11.3% | $5,453+25.8% | $6,407+7.1% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |