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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,923 | $154,228-3.4% | $145,433+2.4% | $137,256+8.5% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 20.00% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,524 | $4,804-5.8% | $4,554-0.7% | $4,156+8.8% |
| Participant deferral / active EE | $11,498 | $8,216+39.9% | $7,897+45.6% | $6,407+79.5% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |