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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,652 | $156,398-49.1% | $147,318-45.9% | $138,895-42.7% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 13.77% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,367 | $8,237-47.0% | $7,906-44.8% | $6,396-31.7% |
| Admin fee / account holder | $128 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |