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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,775 | $185,312-39.1% | $161,489-30.2% | $154,746-27.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 20.66% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,450 | $4,769-69.6% | $4,268-66.0% | $4,379-66.9% |
| Participant deferral / active EE | $2,222 | $6,350-65.0% | $5,630-60.5% | $6,730-67.0% |
| Admin fee / account holder | $113 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |