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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,352 | $154,228+2.7% | $145,433+8.9% | $137,256+15.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,928 | $4,804-39.0% | $4,554-35.7% | $4,156-29.5% |
| Participant deferral / active EE | $9,855 | $8,216+19.9% | $7,897+24.8% | $6,407+53.8% |
| Admin fee / account holder | $178 | $14,344-98.8% | $13,129-98.6% | $12,270-98.5% |