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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,057 | $156,398-22.0% | $147,318-17.1% | $138,895-12.1% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 16.18% | 78.75%-62.6pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $8,346 | $4,853+72.0% | $4,593+81.7% | $4,194+99.0% |
| Participant deferral / active EE | $6,143 | $8,237-25.4% | $7,906-22.3% | $6,396-4.0% |
| Admin fee / account holder | $18 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |