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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,704 | $162,136-15.7% | $152,301-10.2% | $154,746-11.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.63% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $5,068 | $4,890+3.6% | $4,624+9.6% | $4,379+15.7% |
| Participant deferral / active EE | $9,815 | $8,341+17.7% | $8,004+22.6% | $6,730+45.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |