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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,535 | $228,395-17.9% | $185,861+0.9% | $158,982+18.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 30.17% | 40.82%-10.6pp | 35.96%-5.8pp | 302.99%-272.8pp |
| Employer contribution / active EE | $2,880 | $4,968-42.0% | $4,088-29.6% | $4,763-39.5% |
| Participant deferral / active EE | $13,378 | $6,417+108.5% | $5,634+137.5% | $5,983+123.6% |
| Admin fee / account holder | $19 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |