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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,614 | $156,398-21.0% | $147,318-16.1% | $138,895-11.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 20.69% | 78.75%-58.1pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,820 | $4,853-41.9% | $4,593-38.6% | $4,194-32.8% |
| Participant deferral / active EE | $9,907 | $8,237+20.3% | $7,906+25.3% | $6,396+54.9% |
| Admin fee / account holder | $129 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |