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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,170 | $181,896-16.9% | $156,551-3.4% | $273,972-44.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.63% | 30.74%-7.1pp | 32.23%-8.6pp | 41.46%-17.8pp |
| Employer contribution / active EE | $15,168 | $6,248+142.8% | $5,501+175.7% | $4,869+211.5% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |