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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,205 | $156,398-30.2% | $147,318-25.9% | $138,895-21.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 17.07% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,904 | $4,853-40.2% | $4,593-36.8% | $4,194-30.8% |
| Participant deferral / active EE | $7,015 | $8,237-14.8% | $7,906-11.3% | $6,396+9.7% |
| Admin fee / account holder | $25 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |