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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,752 | $155,555+0.8% | $146,866+6.7% | $155,188+1.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 17.36% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,655 | $4,647-64.4% | $4,425-62.6% | $4,248-61.0% |
| Participant deferral / active EE | $5,572 | $8,044-30.7% | $7,759-28.2% | $6,531-14.7% |
| Admin fee / account holder | $170 | $14,755-98.9% | $13,620-98.8% | $14,480-98.8% |