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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,171 | $156,398-16.1% | $147,318-11.0% | $138,895-5.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.75% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,663 | $4,853-24.5% | $4,593-20.3% | $4,194-12.7% |
| Participant deferral / active EE | $6,044 | $8,237-26.6% | $7,906-23.6% | $6,396-5.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |