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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,496 | $155,555-10.3% | $146,866-5.0% | $155,188-10.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 23.70% | 115.41%-91.7pp | 102.85%-79.2pp | 148.84%-125.1pp |
| Employer contribution / active EE | $4,408 | $4,647-5.1% | $4,425-0.4% | $4,248+3.8% |
| Participant deferral / active EE | $11,197 | $8,044+39.2% | $7,759+44.3% | $6,531+71.4% |
| Admin fee / account holder | $155 | $14,755-99.0% | $13,620-98.9% | $14,480-98.9% |