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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,831 | $162,136-53.2% | $152,301-50.2% | $154,746-51.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.48% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,034 | $4,890-38.0% | $4,624-34.4% | $4,379-30.7% |
| Participant deferral / active EE | $9,680 | $8,341+16.1% | $8,004+20.9% | $6,730+43.8% |
| Admin fee / account holder | $162 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |