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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,362 | $156,398+6.4% | $147,318+12.9% | $138,895+19.8% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 16.76% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $4,896 | $4,853+0.9% | $4,593+6.6% | $4,194+16.7% |
| Participant deferral / active EE | $15,081 | $8,237+83.1% | $7,906+90.7% | $6,396+135.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |