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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,443 | $162,136-26.3% | $152,301-21.6% | $154,746-22.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.76% | 91.02%-71.3pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $4,906 | $4,890+0.3% | $4,624+6.1% | $4,379+12.0% |
| Participant deferral / active EE | $10,843 | $8,341+30.0% | $8,004+35.5% | $6,730+61.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |