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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,911 | $209,336-30.3% | $197,124-26.0% | $137,256+6.3% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 19.43% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $8,199 | $6,591+24.4% | $6,227+31.7% | $4,156+97.3% |
| Participant deferral / active EE | $9,734 | $9,614+1.2% | $9,135+6.6% | $6,407+51.9% |
| Admin fee / account holder | $186 | $17,308-98.9% | $16,298-98.9% | $12,270-98.5% |