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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,948 | $183,592-18.3% | $155,567-3.6% | $145,959+2.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.15% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $3,020 | $5,315-43.2% | $4,674-35.4% | $4,661-35.2% |
| Participant deferral / active EE | $8,507 | $6,464+31.6% | $5,628+51.2% | $6,689+27.2% |
| Admin fee / account holder | $152 | $19,318-99.2% | $15,916-99.0% | $13,398-98.9% |