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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,075 | $223,823-45.5% | $211,142-42.2% | $154,746-21.1% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 18.80% | 50.39%-31.6pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $4,736 | $6,787-30.2% | $6,442-26.5% | $4,379+8.1% |
| Participant deferral / active EE | $13,770 | $9,750+41.2% | $9,284+48.3% | $6,730+104.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |