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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,034 | $181,062-56.9% | $158,223-50.7% | $155,188-49.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 12.08% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.8pp |
| Employer contribution / active EE | $4,801 | $4,565+5.2% | $4,109+16.8% | $4,248+13.0% |
| Participant deferral / active EE | $6,100 | $6,134-0.6% | $5,467+11.6% | $6,531-6.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |