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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,993 | $209,336-23.1% | $197,124-18.3% | $137,256+17.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 15.80% | 48.09%-32.3pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,736 | $6,591-58.5% | $6,227-56.1% | $4,156-34.2% |
| Participant deferral / active EE | $9,793 | $9,614+1.9% | $9,135+7.2% | $6,407+52.9% |
| Admin fee / account holder | $114 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |