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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,456 | $174,379-36.1% | $152,093-26.7% | $138,895-19.8% |
| Participation rate | 82.4% | 81.6%+0.7pp | 77.8%+4.6pp | 79.9%+2.4pp |
| Annual return | 18.98% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,024 | $4,652-35.0% | $4,175-27.6% | $4,194-27.9% |
| Participant deferral / active EE | $6,929 | $6,159+12.5% | $5,451+27.1% | $6,396+8.3% |
| Admin fee / account holder | $37 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |