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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,474 | $162,136-52.8% | $152,301-49.8% | $154,746-50.6% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 18.56% | 91.02%-72.5pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,724 | $4,890-23.8% | $4,624-19.5% | $4,379-14.9% |
| Participant deferral / active EE | $5,402 | $8,341-35.2% | $8,004-32.5% | $6,730-19.7% |
| Admin fee / account holder | $16 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |