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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,030 | $201,370-16.1% | $184,256-8.3% | $145,897+15.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.82% | 29.05%-7.2pp | 28.85%-7.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $5,145 | $7,024-26.8% | $6,427-20.0% | $4,663+10.3% |
| Participant deferral / active EE | $15,195 | $9,808+54.9% | $9,133+66.4% | $6,689+127.2% |
| Admin fee / account holder | $12 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |