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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,631 | $162,136-41.0% | $152,301-37.2% | $154,746-38.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 21.86% | 91.02%-69.2pp | 80.50%-58.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $4,853 | $4,890-0.8% | $4,624+4.9% | $4,379+10.8% |
| Participant deferral / active EE | $13,121 | $8,341+57.3% | $8,004+63.9% | $6,730+95.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |