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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,826 | $199,109-27.8% | $173,730-17.2% | $154,746-7.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.06% | 20.02%0pp | 19.96%+0.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $5,500 | $5,311+3.5% | $4,577+20.1% | $4,379+25.6% |
| Participant deferral / active EE | $14,520 | $7,113+104.1% | $6,326+129.5% | $6,730+115.7% |
| Admin fee / account holder | $21 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |