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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,728 | $174,379-38.2% | $152,093-29.2% | $138,895-22.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 17.60% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,620 | $4,652-22.2% | $4,175-13.3% | $4,194-13.7% |
| Participant deferral / active EE | $6,991 | $6,159+13.5% | $5,451+28.2% | $6,396+9.3% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |