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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,057 | $154,228-20.9% | $145,433-16.1% | $137,256-11.1% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 16.18% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,346 | $4,804+73.7% | $4,554+83.3% | $4,156+100.8% |
| Participant deferral / active EE | $6,143 | $8,216-25.2% | $7,897-22.2% | $6,407-4.1% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |