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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,462 | $155,555-5.2% | $146,866+0.4% | $155,188-5.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 22.75% | 115.41%-92.7pp | 102.85%-80.1pp | 148.84%-126.1pp |
| Employer contribution / active EE | $10,190 | $4,647+119.3% | $4,425+130.3% | $4,248+139.9% |
| Participant deferral / active EE | $16,046 | $8,044+99.5% | $7,759+106.8% | $6,531+145.7% |
| Admin fee / account holder | $148 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |