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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,045 | $100,970+15.9% | $96,576+21.2% | $137,256-14.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.42% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,500 | $3,809-34.4% | $3,553-29.6% | $4,156-39.8% |
| Participant deferral / active EE | $13,266 | $8,286+60.1% | $7,956+66.7% | $6,407+107.1% |
| Admin fee / account holder | $281 | $11,312-97.5% | $11,381-97.5% | $12,270-97.7% |