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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,369 | $162,136-2.3% | $152,301+4.0% | $154,746+2.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.53% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $950 | $4,890-80.6% | $4,624-79.5% | $4,379-78.3% |
| Participant deferral / active EE | $17,038 | $8,341+104.3% | $8,004+112.9% | $6,730+153.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |