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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,030 | $201,344-16.0% | $184,243-8.3% | $145,877+15.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.82% | 29.01%-7.2pp | 28.82%-7.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $5,145 | $7,022-26.7% | $6,427-19.9% | $4,663+10.3% |
| Participant deferral / active EE | $15,195 | $9,807+54.9% | $9,132+66.4% | $6,691+127.1% |
| Admin fee / account holder | $12 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |