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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,581 | $174,379-17.7% | $152,093-5.6% | $138,895+3.4% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 17.80% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,377 | $4,652-5.9% | $4,175+4.8% | $4,194+4.3% |
| Participant deferral / active EE | $6,532 | $6,159+6.1% | $5,451+19.8% | $6,396+2.1% |
| Admin fee / account holder | $5 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |