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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,083 | $181,062-16.6% | $158,223-4.5% | $155,188-2.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 15.71% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,242 | $4,565-72.8% | $4,109-69.8% | $4,248-70.8% |
| Participant deferral / active EE | $2,320 | $6,134-62.2% | $5,467-57.6% | $6,531-64.5% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |