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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,772 | $156,398-6.2% | $147,318-0.4% | $138,895+5.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 17.97% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,291 | $4,853-32.2% | $4,593-28.4% | $4,194-21.5% |
| Participant deferral / active EE | $8,099 | $8,237-1.7% | $7,906+2.4% | $6,396+26.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |