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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,210 | $174,379-27.6% | $152,093-17.0% | $138,895-9.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 18.61% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $3,233 | $4,652-30.5% | $4,175-22.6% | $4,194-22.9% |
| Participant deferral / active EE | $6,240 | $6,159+1.3% | $5,451+14.5% | $6,396-2.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |