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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,952 | $156,398-13.1% | $147,318-7.7% | $138,895-2.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 19.98% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $2,861 | $4,853-41.0% | $4,593-37.7% | $4,194-31.8% |
| Participant deferral / active EE | $5,343 | $8,237-35.1% | $7,906-32.4% | $6,396-16.5% |
| Admin fee / account holder | $5 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |