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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,214 | $181,062-4.9% | $158,223+8.8% | $155,188+11.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.19% | 57.39%-43.2pp | 52.09%-37.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,508 | $4,565-67.0% | $4,109-63.3% | $4,248-64.5% |
| Participant deferral / active EE | $7,785 | $6,134+26.9% | $5,467+42.4% | $6,531+19.2% |
| Admin fee / account holder | $157 | $18,825-99.2% | $16,047-99.0% | $14,480-98.9% |