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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,242 | $156,398+5.7% | $147,318+12.2% | $138,895+19.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 20.54% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $20,944 | $4,853+331.5% | $4,593+356.0% | $4,194+399.4% |
| Participant deferral / active EE | $13,627 | $8,237+65.4% | $7,906+72.4% | $6,396+113.0% |
| Admin fee / account holder | $94 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |