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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,352 | $156,398+1.2% | $147,318+7.5% | $138,895+14.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,928 | $4,853-39.7% | $4,593-36.2% | $4,194-30.2% |
| Participant deferral / active EE | $9,855 | $8,237+19.6% | $7,906+24.6% | $6,396+54.1% |
| Admin fee / account holder | $178 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |