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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,849 | $181,062-32.7% | $158,223-23.0% | $155,188-21.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 18.94% | 57.39%-38.4pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,497 | $4,565-67.2% | $4,109-63.6% | $4,248-64.8% |
| Participant deferral / active EE | $10,722 | $6,134+74.8% | $5,467+96.1% | $6,531+64.2% |
| Admin fee / account holder | $125 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |