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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,878 | $181,062-36.0% | $158,223-26.8% | $155,188-25.3% |
| Participation rate | 78.9% | 82.7%-3.7pp | 79.2%-0.3pp | 80.8%-1.9pp |
| Annual return | 15.72% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,298 | $4,565-49.7% | $4,109-44.1% | $4,248-45.9% |
| Participant deferral / active EE | $6,187 | $6,134+0.8% | $5,467+13.2% | $6,531-5.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |