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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,355 | $139,948+2.4% | $121,663+17.8% | $154,746-7.4% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 8.09% | 230.52%-222.4pp | 147.54%-139.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,614 | $3,521-54.2% | $3,020-46.6% | $4,379-63.1% |
| Participant deferral / active EE | $4,974 | $5,629-11.6% | $4,887+1.8% | $6,730-26.1% |
| Admin fee / account holder | $67 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |