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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,148 | $156,398-16.8% | $147,318-11.7% | $138,895-6.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 16.03% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,277 | $4,853-32.5% | $4,593-28.7% | $4,194-21.9% |
| Participant deferral / active EE | $9,672 | $8,237+17.4% | $7,906+22.3% | $6,396+51.2% |
| Admin fee / account holder | $158 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |