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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,829 | $254,759-23.9% | $216,567-10.5% | $198,609-2.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.04% | 10.04%+5.0pp | 12.94%+2.1pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,500 | $6,096-59.0% | $5,216-52.1% | $5,055-50.5% |
| Participant deferral / active EE | $15,333 | $6,948+120.7% | $6,191+147.7% | $6,977+119.8% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |