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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,640 | $201,370-3.3% | $184,256+5.6% | $145,897+33.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.17% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $13,646 | $7,024+94.3% | $6,427+112.3% | $4,663+192.7% |
| Participant deferral / active EE | $11,576 | $9,808+18.0% | $9,133+26.7% | $6,689+73.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |