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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,817 | $165,381-23.3% | $149,730-15.3% | $158,966-20.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.44% | 348.29%-322.9pp | 276.70%-251.3pp | 302.95%-277.5pp |
| Employer contribution / active EE | $4,681 | $5,104-8.3% | $4,645+0.8% | $4,762-1.7% |
| Participant deferral / active EE | $9,427 | $7,182+31.3% | $6,843+37.8% | $5,983+57.6% |
| Admin fee / account holder | $233 | $10,809-97.8% | $9,310-97.5% | $11,250-97.9% |