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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,742 | $124,425-4.6% | $112,040+6.0% | $137,256-13.5% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 15.71% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,455 | $3,411+30.6% | $2,954+50.8% | $4,156+7.2% |
| Participant deferral / active EE | $7,866 | $5,718+37.6% | $5,098+54.3% | $6,407+22.8% |
| Admin fee / account holder | $154 | $15,207-99.0% | $12,098-98.7% | $12,270-98.7% |