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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,148 | $154,228-15.6% | $145,433-10.5% | $137,256-5.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.03% | 74.59%-58.6pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,277 | $4,804-31.8% | $4,554-28.0% | $4,156-21.2% |
| Participant deferral / active EE | $9,672 | $8,216+17.7% | $7,897+22.5% | $6,407+51.0% |
| Admin fee / account holder | $158 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |