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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,693 | $156,398-52.2% | $147,318-49.3% | $138,895-46.2% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,029 | $4,853-58.2% | $4,593-55.8% | $4,194-51.6% |
| Participant deferral / active EE | $7,798 | $8,237-5.3% | $7,906-1.4% | $6,396+21.9% |
| Admin fee / account holder | $146 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |