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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,613 | $156,398-31.2% | $147,318-27.0% | $138,895-22.5% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 17.21% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $5,704 | $4,853+17.5% | $4,593+24.2% | $4,194+36.0% |
| Participant deferral / active EE | $8,199 | $8,237-0.5% | $7,906+3.7% | $6,396+28.2% |
| Admin fee / account holder | $252 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |