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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,083 | $174,379-13.4% | $152,093-0.7% | $138,895+8.8% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 15.71% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,242 | $4,652-73.3% | $4,175-70.3% | $4,194-70.4% |
| Participant deferral / active EE | $2,320 | $6,159-62.3% | $5,451-57.4% | $6,396-63.7% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |