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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,123 | $199,109-37.2% | $173,730-28.0% | $154,746-19.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 18.43% | 20.02%-1.6pp | 19.96%-1.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $5,308 | $5,311-0.1% | $4,577+16.0% | $4,379+21.2% |
| Participant deferral / active EE | $6,472 | $7,113-9.0% | $6,326+2.3% | $6,730-3.8% |
| Admin fee / account holder | $133 | $20,916-99.4% | $17,523-99.2% | $14,365-99.1% |