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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,277 | $185,312-17.8% | $161,489-5.7% | $154,746-1.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 20.82% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,841 | $4,769-40.4% | $4,268-33.4% | $4,379-35.1% |
| Participant deferral / active EE | $5,624 | $6,350-11.4% | $5,630-0.1% | $6,730-16.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |