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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,313 | $185,312-59.9% | $161,489-54.0% | $154,746-52.0% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 17.40% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,477 | $4,769-48.1% | $4,268-42.0% | $4,379-43.4% |
| Participant deferral / active EE | $6,862 | $6,350+8.1% | $5,630+21.9% | $6,730+2.0% |
| Admin fee / account holder | $5 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |