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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,745 | $223,823-36.7% | $211,142-32.9% | $154,746-8.4% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 11.88% | 50.39%-38.5pp | 46.84%-35.0pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,308 | $6,787-51.3% | $6,442-48.7% | $4,379-24.5% |
| Participant deferral / active EE | $9,931 | $9,750+1.9% | $9,284+7.0% | $6,730+47.6% |
| Admin fee / account holder | $19 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |