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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,399 | $174,379-12.6% | $152,093+0.2% | $138,895+9.7% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 16.08% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $6,629 | $4,652+42.5% | $4,175+58.8% | $4,194+58.0% |
| Participant deferral / active EE | $2,952 | $6,159-52.1% | $5,451-45.8% | $6,396-53.8% |
| Admin fee / account holder | -$16,149 | $16,880-195.7% | $14,497-211.4% | $12,562-228.6% |