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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,322 | $154,228-19.4% | $145,433-14.5% | $137,256-9.4% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 22.98% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $11,120 | $4,804+131.5% | $4,554+144.2% | $4,156+167.6% |
| Participant deferral / active EE | $5,904 | $8,216-28.1% | $7,897-25.2% | $6,407-7.9% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |