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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,537 | $156,398-36.4% | $147,318-32.4% | $138,895-28.3% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 16.43% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,399 | $4,853-71.2% | $4,593-69.5% | $4,194-66.7% |
| Participant deferral / active EE | $3,205 | $8,237-61.1% | $7,906-59.5% | $6,396-49.9% |
| Admin fee / account holder | $268 | $14,976-98.2% | $13,708-98.0% | $12,562-97.9% |