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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,948 | $183,516-18.3% | $155,534-3.6% | $145,884+2.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.15% | 61.43%-43.3pp | 64.92%-46.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $3,020 | $5,315-43.2% | $4,675-35.4% | $4,662-35.2% |
| Participant deferral / active EE | $8,507 | $6,467+31.5% | $5,630+51.1% | $6,690+27.2% |
| Admin fee / account holder | $152 | $19,293-99.2% | $15,900-99.0% | $13,392-98.9% |