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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,148 | $162,136-19.7% | $152,301-14.5% | $154,746-15.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 16.03% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,277 | $4,890-33.0% | $4,624-29.1% | $4,379-25.2% |
| Participant deferral / active EE | $9,672 | $8,341+16.0% | $8,004+20.8% | $6,730+43.7% |
| Admin fee / account holder | $158 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |