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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,418 | $178,174-4.9% | $156,181+8.5% | $137,256+23.4% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.8%+2.1pp | 80.0%+1.0pp |
| Annual return | 16.41% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,581 | $4,972-7.9% | $4,294+6.7% | $4,156+10.2% |
| Participant deferral / active EE | $6,318 | $6,888-8.3% | $6,132+3.0% | $6,407-1.4% |
| Admin fee / account holder | $8 | $17,404-100.0% | $14,586-99.9% | $12,270-99.9% |