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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,874 | $172,111-50.1% | $150,298-42.9% | $137,256-37.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.08% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,785 | $4,636+3.2% | $4,154+15.2% | $4,156+15.1% |
| Participant deferral / active EE | $8,150 | $6,166+32.2% | $5,453+49.5% | $6,407+27.2% |
| Admin fee / account holder | $151 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |