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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,111 | $114,119+2.6% | $107,187+9.3% | $138,895-15.7% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 18.17% | 273.21%-255.0pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,896 | $4,059-53.3% | $3,782-49.9% | $4,194-54.8% |
| Participant deferral / active EE | $11,152 | $5,538+101.4% | $5,096+118.8% | $6,396+74.3% |
| Admin fee / account holder | $298 | $10,024-97.0% | $9,162-96.8% | $12,562-97.6% |