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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,581 | $172,111-16.6% | $150,298-4.5% | $137,256+4.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.80% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,377 | $4,636-5.6% | $4,154+5.4% | $4,156+5.3% |
| Participant deferral / active EE | $6,532 | $6,166+5.9% | $5,453+19.8% | $6,407+2.0% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |