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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,831 | $154,228-50.8% | $145,433-47.9% | $137,256-44.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.48% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,034 | $4,804-36.8% | $4,554-33.4% | $4,156-27.0% |
| Participant deferral / active EE | $9,680 | $8,216+17.8% | $7,897+22.6% | $6,407+51.1% |
| Admin fee / account holder | $162 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |