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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,775 | $174,379-35.3% | $152,093-25.9% | $138,895-18.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.66% | 74.86%-54.2pp | 66.36%-45.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,450 | $4,652-68.8% | $4,175-65.3% | $4,194-65.4% |
| Participant deferral / active EE | $2,222 | $6,159-63.9% | $5,451-59.2% | $6,396-65.3% |
| Admin fee / account holder | $113 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |