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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,620 | $209,336-29.0% | $197,124-24.6% | $137,256+8.3% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 21.63% | 48.09%-26.5pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $6,084 | $6,591-7.7% | $6,227-2.3% | $4,156+46.4% |
| Participant deferral / active EE | $12,283 | $9,614+27.8% | $9,135+34.5% | $6,407+91.7% |
| Admin fee / account holder | $80 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |