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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,952 | $162,136-11.2% | $152,301-5.5% | $154,746-7.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 21.11% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $4,738 | $4,890-3.1% | $4,624+2.4% | $4,379+8.2% |
| Participant deferral / active EE | $15,431 | $8,341+85.0% | $8,004+92.8% | $6,730+129.3% |
| Admin fee / account holder | $284 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |