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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,250 | $156,398-4.6% | $147,318+1.3% | $138,895+7.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.73% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,506 | $4,853-27.8% | $4,593-23.7% | $4,194-16.4% |
| Participant deferral / active EE | $9,022 | $8,237+9.5% | $7,906+14.1% | $6,396+41.1% |
| Admin fee / account holder | $244 | $14,976-98.4% | $13,708-98.2% | $12,562-98.1% |