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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,123 | $178,174-29.8% | $156,181-19.9% | $137,256-8.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 18.43% | 84.19%-65.8pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,308 | $4,972+6.8% | $4,294+23.6% | $4,156+27.7% |
| Participant deferral / active EE | $6,472 | $6,888-6.0% | $6,132+5.5% | $6,407+1.0% |
| Admin fee / account holder | $133 | $17,404-99.2% | $14,586-99.1% | $12,270-98.9% |