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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,735 | $172,111-28.1% | $150,298-17.7% | $137,256-9.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 21.32% | 69.37%-48.0pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,146 | $4,636-53.7% | $4,154-48.3% | $4,156-48.4% |
| Participant deferral / active EE | $8,362 | $6,166+35.6% | $5,453+53.4% | $6,407+30.5% |
| Admin fee / account holder | $202 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |