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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,456 | $181,062-38.4% | $158,223-29.6% | $155,188-28.2% |
| Participation rate | 82.4% | 82.7%-0.3pp | 79.2%+3.2pp | 80.8%+1.5pp |
| Annual return | 18.98% | 57.39%-38.4pp | 52.09%-33.1pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,024 | $4,565-33.8% | $4,109-26.4% | $4,248-28.8% |
| Participant deferral / active EE | $6,929 | $6,134+12.9% | $5,467+26.7% | $6,531+6.1% |
| Admin fee / account holder | $37 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |