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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,652 | $154,228-48.4% | $145,433-45.2% | $137,256-42.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.77% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,367 | $8,216-46.9% | $7,897-44.7% | $6,407-31.8% |
| Admin fee / account holder | $128 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |