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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,816 | $155,555+1.5% | $146,866+7.5% | $155,188+1.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 20.37% | 115.41%-95.0pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,185 | $4,647-53.0% | $4,425-50.6% | $4,248-48.6% |
| Participant deferral / active EE | $4,772 | $8,044-40.7% | $7,759-38.5% | $6,531-26.9% |
| Admin fee / account holder | $200 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |