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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,944 | $172,111-18.1% | $150,298-6.2% | $137,256+2.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.68% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,106 | $4,636-54.6% | $4,154-49.3% | $4,156-49.3% |
| Participant deferral / active EE | $11,549 | $6,166+87.3% | $5,453+111.8% | $6,407+80.3% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |