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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,369 | $154,228-5.1% | $145,433+0.6% | $137,256+6.6% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 21.52% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $5,700 | $4,804+18.6% | $4,554+25.1% | $4,156+37.1% |
| Participant deferral / active EE | $14,178 | $8,216+72.6% | $7,897+79.5% | $6,407+121.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |