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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,693 | $155,555-52.0% | $146,866-49.1% | $155,188-51.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.5%+4.2pp | 80.8%+5.9pp |
| Annual return | 19.36% | 115.41%-96.1pp | 102.85%-83.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,029 | $4,647-56.3% | $4,425-54.1% | $4,248-52.2% |
| Participant deferral / active EE | $7,798 | $8,044-3.1% | $7,759+0.5% | $6,531+19.4% |
| Admin fee / account holder | $146 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |