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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,068 | $148,582-6.4% | $135,942+2.3% | $139,456-0.3% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 21.93% | 79.26%-57.3pp | 68.28%-46.3pp | 373.45%-351.5pp |
| Employer contribution / active EE | $3,277 | $5,245-37.5% | $4,858-32.5% | $4,753-31.0% |
| Participant deferral / active EE | $10,884 | $8,101+34.3% | $7,759+40.3% | $6,711+62.2% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |