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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,162 | $154,228-49.3% | $145,433-46.3% | $137,256-43.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.90% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $5,325 | $4,804+10.8% | $4,554+16.9% | $4,156+28.1% |
| Participant deferral / active EE | $2,676 | $8,216-67.4% | $7,897-66.1% | $6,407-58.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |