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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,805 | $181,062-38.3% | $158,223-29.3% | $155,188-28.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 18.23% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,070 | $4,565-54.7% | $4,109-49.6% | $4,248-51.3% |
| Participant deferral / active EE | $4,523 | $6,134-26.3% | $5,467-17.3% | $6,531-30.8% |
| Admin fee / account holder | $296 | $18,825-98.4% | $16,047-98.2% | $14,480-98.0% |