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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,462 | $162,136-9.1% | $152,301-3.2% | $154,746-4.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 22.75% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $10,190 | $4,890+108.4% | $4,624+120.3% | $4,379+132.7% |
| Participant deferral / active EE | $16,046 | $8,341+92.4% | $8,004+100.5% | $6,730+138.4% |
| Admin fee / account holder | $148 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |