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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,237 | $154,228-3.9% | $145,433+1.9% | $137,256+8.0% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 18.51% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,609 | $4,804-24.9% | $4,554-20.8% | $4,156-13.2% |
| Participant deferral / active EE | $10,573 | $8,216+28.7% | $7,897+33.9% | $6,407+65.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |