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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,735 | $181,062-31.7% | $158,223-21.8% | $155,188-20.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 21.32% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,146 | $4,565-53.0% | $4,109-47.8% | $4,248-49.5% |
| Participant deferral / active EE | $8,362 | $6,134+36.3% | $5,467+53.0% | $6,531+28.0% |
| Admin fee / account holder | $202 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |