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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,109 | $178,174-39.3% | $156,181-30.8% | $137,256-21.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 15.78% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,898 | $4,972-21.6% | $4,294-9.2% | $4,156-6.2% |
| Participant deferral / active EE | $7,057 | $6,888+2.5% | $6,132+15.1% | $6,407+10.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |