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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,704 | $154,228-11.4% | $145,433-6.0% | $137,256-0.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.63% | 74.59%-52.0pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $5,068 | $4,804+5.5% | $4,554+11.3% | $4,156+21.9% |
| Participant deferral / active EE | $9,815 | $8,216+19.5% | $7,897+24.3% | $6,407+53.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |