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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,596 | $165,381-4.7% | $149,730+5.3% | $158,966-0.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 34.39% | 348.29%-313.9pp | 276.70%-242.3pp | 302.95%-268.6pp |
| Employer contribution / active EE | $5,000 | $5,104-2.0% | $4,645+7.6% | $4,762+5.0% |
| Participant deferral / active EE | $3,264 | $7,182-54.5% | $6,843-52.3% | $5,983-45.4% |
| Admin fee / account holder | $299 | $10,809-97.2% | $9,310-96.8% | $11,250-97.3% |