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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,492 | $183,627-21.3% | $155,602-7.1% | $145,978-1.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 19.55% | 61.32%-41.8pp | 64.81%-45.3pp | 550.52%-531.0pp |
| Employer contribution / active EE | $2,448 | $5,316-53.9% | $4,675-47.6% | $4,662-47.5% |
| Participant deferral / active EE | $6,893 | $6,466+6.6% | $5,629+22.5% | $6,690+3.0% |
| Admin fee / account holder | $153 | $19,327-99.2% | $15,923-99.0% | $13,400-98.9% |