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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,037 | $183,516-27.0% | $155,534-13.8% | $145,884-8.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.56% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $5,791 | $5,315+9.0% | $4,675+23.9% | $4,662+24.2% |
| Participant deferral / active EE | $7,643 | $6,467+18.2% | $5,630+35.7% | $6,690+14.2% |
| Admin fee / account holder | $54 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |