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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,358 | $156,398-23.0% | $147,318-18.3% | $138,895-13.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 23.02% | 78.75%-55.7pp | 70.43%-47.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $7,202 | $4,853+48.4% | $4,593+56.8% | $4,194+71.7% |
| Participant deferral / active EE | $13,178 | $8,237+60.0% | $7,906+66.7% | $6,396+106.0% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |