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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,567 | $162,136-42.9% | $152,301-39.2% | $154,746-40.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.63% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $5,789 | $4,890+18.4% | $4,624+25.2% | $4,379+32.2% |
| Participant deferral / active EE | $15,049 | $8,341+80.4% | $8,004+88.0% | $6,730+123.6% |
| Admin fee / account holder | $100 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |