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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,610 | $213,785+6.0% | $185,441+22.2% | $155,188+46.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.20% | 19.97%-4.8pp | 20.16%-5.0pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,500 | $5,393-72.2% | $4,672-67.9% | $4,248-64.7% |
| Participant deferral / active EE | $34,750 | $6,864+406.2% | $6,152+464.9% | $6,531+432.1% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |