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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,829 | $213,785-9.3% | $185,441+4.5% | $155,188+24.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.04% | 19.97%-4.9pp | 20.16%-5.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,500 | $5,393-53.6% | $4,672-46.5% | $4,248-41.1% |
| Participant deferral / active EE | $15,333 | $6,864+123.4% | $6,152+149.3% | $6,531+134.8% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |