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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,709 | $197,603-15.6% | $177,827-6.3% | $158,950+4.9% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 17.36% | 58.76%-41.4pp | 48.32%-31.0pp | 302.91%-285.5pp |
| Employer contribution / active EE | $3,752 | $6,698-44.0% | $5,918-36.6% | $4,762-21.2% |
| Participant deferral / active EE | $8,710 | $8,404+3.6% | $7,713+12.9% | $5,983+45.6% |
| Admin fee / account holder | $285 | $15,402-98.2% | $12,429-97.7% | $11,248-97.5% |