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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,709 | $197,637-15.6% | $177,848-6.3% | $158,982+4.9% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 17.36% | 58.77%-41.4pp | 48.33%-31.0pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,752 | $6,698-44.0% | $5,919-36.6% | $4,763-21.2% |
| Participant deferral / active EE | $8,710 | $8,405+3.6% | $7,714+12.9% | $5,983+45.6% |
| Admin fee / account holder | $285 | $15,406-98.2% | $12,431-97.7% | $11,252-97.5% |