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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,205 | $162,136-32.6% | $152,301-28.3% | $154,746-29.4% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 17.07% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,904 | $4,890-40.6% | $4,624-37.2% | $4,379-33.7% |
| Participant deferral / active EE | $7,015 | $8,341-15.9% | $8,004-12.4% | $6,730+4.2% |
| Admin fee / account holder | $25 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |