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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,726 | $155,555-16.0% | $146,866-11.0% | $155,188-15.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 20.22% | 115.41%-95.2pp | 102.85%-82.6pp | 148.84%-128.6pp |
| Employer contribution / active EE | $2,956 | $4,647-36.4% | $4,425-33.2% | $4,248-30.4% |
| Participant deferral / active EE | $14,930 | $8,044+85.6% | $7,759+92.4% | $6,531+128.6% |
| Admin fee / account holder | $81 | $14,755-99.5% | $13,620-99.4% | $14,480-99.4% |