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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,586 | $174,379-1.0% | $152,093+13.5% | $138,895+24.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.91% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $12,100 | $4,652+160.1% | $4,175+189.8% | $4,194+188.5% |
| Participant deferral / active EE | $12,599 | $6,159+104.6% | $5,451+131.1% | $6,396+97.0% |
| Admin fee / account holder | $11 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |