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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,496 | $154,228-9.6% | $145,433-4.1% | $137,256+1.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 23.70% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $4,408 | $4,804-8.2% | $4,554-3.2% | $4,156+6.1% |
| Participant deferral / active EE | $11,197 | $8,216+36.3% | $7,897+41.8% | $6,407+74.8% |
| Admin fee / account holder | $155 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |