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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,456 | $172,111-35.2% | $150,298-25.8% | $137,256-18.8% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 18.98% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,024 | $4,636-34.8% | $4,154-27.2% | $4,156-27.2% |
| Participant deferral / active EE | $6,929 | $6,166+12.4% | $5,453+27.1% | $6,407+8.1% |
| Admin fee / account holder | $37 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |