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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,237 | $162,136-8.6% | $152,301-2.7% | $154,746-4.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 18.51% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,609 | $4,890-26.2% | $4,624-22.0% | $4,379-17.6% |
| Participant deferral / active EE | $10,573 | $8,341+26.8% | $8,004+32.1% | $6,730+57.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |