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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,704 | $185,312-48.4% | $161,489-40.7% | $154,746-38.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 15.97% | 103.84%-87.9pp | 89.72%-73.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $4,226 | $4,769-11.4% | $4,268-1.0% | $4,379-3.5% |
| Participant deferral / active EE | $3,872 | $6,350-39.0% | $5,630-31.2% | $6,730-42.5% |
| Admin fee / account holder | $31 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |