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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,878 | $174,379-33.5% | $152,093-23.8% | $138,895-16.6% |
| Participation rate | 78.9% | 81.6%-2.7pp | 77.8%+1.2pp | 79.9%-1.0pp |
| Annual return | 15.72% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,298 | $4,652-50.6% | $4,175-45.0% | $4,194-45.2% |
| Participant deferral / active EE | $6,187 | $6,159+0.4% | $5,451+13.5% | $6,396-3.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |