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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,397 | $181,062-57.8% | $158,223-51.7% | $155,188-50.8% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 19.77% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $4,064 | $4,565-11.0% | $4,109-1.1% | $4,248-4.3% |
| Participant deferral / active EE | $4,944 | $6,134-19.4% | $5,467-9.6% | $6,531-24.3% |
| Admin fee / account holder | $147 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |