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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,313 | $181,062-59.0% | $158,223-53.0% | $155,188-52.1% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 17.40% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,477 | $4,565-45.7% | $4,109-39.7% | $4,248-41.7% |
| Participant deferral / active EE | $6,862 | $6,134+11.9% | $5,467+25.5% | $6,531+5.1% |
| Admin fee / account holder | $5 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |