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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,282 | $155,555-15.0% | $146,866-9.9% | $155,188-14.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 20.16% | 115.41%-95.3pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $2,183 | $4,647-53.0% | $4,425-50.7% | $4,248-48.6% |
| Participant deferral / active EE | $10,553 | $8,044+31.2% | $7,759+36.0% | $6,531+61.6% |
| Admin fee / account holder | $140 | $14,755-99.1% | $13,620-99.0% | $14,480-99.0% |