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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,052 | $135,956+25.1% | $123,894+37.3% | $273,972-37.9% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 15.20% | 56.63%-41.4pp | 47.52%-32.3pp | 41.46%-26.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $190 | $9,817-98.1% | $8,357-97.7% | $10,133-98.1% |