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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,910 | $154,228-15.1% | $145,433-10.0% | $137,256-4.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.42% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,273 | $4,804-73.5% | $4,554-72.1% | $4,156-69.4% |
| Participant deferral / active EE | $6,050 | $8,216-26.4% | $7,897-23.4% | $6,407-5.6% |
| Admin fee / account holder | $204 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |