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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,820 | $154,228-48.2% | $145,433-45.1% | $137,256-41.8% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,037 | $4,804-57.6% | $4,554-55.3% | $4,156-51.0% |
| Participant deferral / active EE | $5,086 | $8,216-38.1% | $7,897-35.6% | $6,407-20.6% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |