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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,786 | $156,398-48.3% | $147,318-45.2% | $138,895-41.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 17.70% | 78.75%-61.1pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,136 | $4,853-76.6% | $4,593-75.3% | $4,194-72.9% |
| Participant deferral / active EE | $3,727 | $8,237-54.8% | $7,906-52.9% | $6,396-41.7% |
| Admin fee / account holder | $133 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |