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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,874 | $185,312-53.7% | $161,489-46.8% | $154,746-44.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 22.08% | 103.84%-81.8pp | 89.72%-67.6pp | 172.34%-150.3pp |
| Employer contribution / active EE | $4,785 | $4,769+0.3% | $4,268+12.1% | $4,379+9.3% |
| Participant deferral / active EE | $8,150 | $6,350+28.4% | $5,630+44.8% | $6,730+21.1% |
| Admin fee / account holder | $151 | $18,654-99.2% | $16,006-99.1% | $14,365-98.9% |