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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,567 | $155,555-40.5% | $146,866-37.0% | $155,188-40.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 20.63% | 115.41%-94.8pp | 102.85%-82.2pp | 148.84%-128.2pp |
| Employer contribution / active EE | $5,789 | $4,647+24.6% | $4,425+30.8% | $4,248+36.3% |
| Participant deferral / active EE | $15,049 | $8,044+87.1% | $7,759+94.0% | $6,531+130.4% |
| Admin fee / account holder | $100 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |