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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,952 | $154,228-6.7% | $145,433-1.0% | $137,256+4.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.11% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,738 | $4,804-1.4% | $4,554+4.0% | $4,156+14.0% |
| Participant deferral / active EE | $15,431 | $8,216+87.8% | $7,897+95.4% | $6,407+140.8% |
| Admin fee / account holder | $284 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |