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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,255 | $156,398-51.9% | $147,318-48.9% | $138,895-45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.35% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,052 | $4,853-37.1% | $4,593-33.6% | $4,194-27.2% |
| Participant deferral / active EE | $6,812 | $8,237-17.3% | $7,906-13.8% | $6,396+6.5% |
| Admin fee / account holder | $140 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |