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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,403 | $182,442-29.1% | $163,379-20.8% | $138,895-6.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.8%+1.0pp | 79.9%-2.1pp |
| Annual return | 13.29% | 72.74%-59.4pp | 63.41%-50.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,907 | $4,159-54.1% | $3,752-49.2% | $4,194-54.5% |
| Participant deferral / active EE | $5,042 | $6,817-26.0% | $6,282-19.7% | $6,396-21.2% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |