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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,389 | $174,379+5.7% | $152,093+21.2% | $138,895+32.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 19.94% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,495 | $4,652-67.9% | $4,175-64.2% | $4,194-64.4% |
| Participant deferral / active EE | $4,530 | $6,159-26.4% | $5,451-16.9% | $6,396-29.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |