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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,134 | $165,381-9.2% | $149,730+0.3% | $158,966-5.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.12% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.8pp |
| Employer contribution / active EE | $4,572 | $5,104-10.4% | $4,645-1.6% | $4,762-4.0% |
| Participant deferral / active EE | $8,602 | $7,182+19.8% | $6,843+25.7% | $5,983+43.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |