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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,527 | $156,398-26.1% | $147,318-21.6% | $138,895-16.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 19.42% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $5,762 | $4,853+18.7% | $4,593+25.5% | $4,194+37.4% |
| Participant deferral / active EE | $20,586 | $8,237+149.9% | $7,906+160.4% | $6,396+221.9% |
| Admin fee / account holder | $149 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |