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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,465 | $181,062-29.6% | $158,223-19.4% | $155,188-17.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 15.62% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $7,214 | $4,565+58.0% | $4,109+75.6% | $4,248+69.8% |
| Participant deferral / active EE | $4,856 | $6,134-20.8% | $5,467-11.2% | $6,531-25.7% |
| Admin fee / account holder | $36 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |