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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,436 | $162,136+7.6% | $152,301+14.5% | $154,746+12.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.76% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,521 | $4,890-48.5% | $4,624-45.5% | $4,379-42.4% |
| Participant deferral / active EE | $3,571 | $8,341-57.2% | $8,004-55.4% | $6,730-46.9% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |