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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,603 | $165,361+2.6% | $149,715+13.3% | $158,950+6.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.67% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $985 | $5,103-80.7% | $4,645-78.8% | $4,762-79.3% |
| Participant deferral / active EE | $5,963 | $7,182-17.0% | $6,842-12.8% | $5,983-0.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |