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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,666 | $172,111-7.8% | $150,298+5.6% | $137,256+15.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.92% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,768 | $4,636+2.8% | $4,154+14.8% | $4,156+14.7% |
| Participant deferral / active EE | $16,069 | $6,166+160.6% | $5,453+194.7% | $6,407+150.8% |
| Admin fee / account holder | $164 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |