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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,944 | $154,228-9.9% | $145,433-4.5% | $137,256+1.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.96% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,280 | $4,804-52.5% | $4,554-49.9% | $4,156-45.1% |
| Participant deferral / active EE | $6,398 | $8,216-22.1% | $7,897-19.0% | $6,407-0.1% |
| Admin fee / account holder | $28 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |