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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,761 | $174,379-23.9% | $152,093-12.7% | $138,895-4.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 22.30% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $8,415 | $4,652+80.9% | $4,175+101.6% | $4,194+100.6% |
| Participant deferral / active EE | $5,392 | $6,159-12.4% | $5,451-1.1% | $6,396-15.7% |
| Admin fee / account holder | $158 | $16,880-99.1% | $14,497-98.9% | $12,562-98.7% |