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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,576 | $181,062-3.6% | $158,223+10.3% | $155,188+12.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.74% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $10,919 | $4,565+139.2% | $4,109+165.7% | $4,248+157.0% |
| Participant deferral / active EE | $6,747 | $6,134+10.0% | $5,467+23.4% | $6,531+3.3% |
| Admin fee / account holder | $159 | $18,825-99.2% | $16,047-99.0% | $14,480-98.9% |