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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,203 | $181,062-49.1% | $158,223-41.7% | $155,188-40.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 19.71% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,004 | $4,565-56.1% | $4,109-51.2% | $4,248-52.8% |
| Participant deferral / active EE | $9,724 | $6,134+58.5% | $5,467+77.9% | $6,531+48.9% |
| Admin fee / account holder | $5 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |