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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,577 | $201,370-25.2% | $184,256-18.3% | $145,897+3.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.14% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $29,010 | $7,024+313.0% | $6,427+351.4% | $4,663+522.2% |
| Participant deferral / active EE | $15,937 | $9,808+62.5% | $9,133+74.5% | $6,689+138.2% |
| Admin fee / account holder | $223 | $16,364-98.6% | $13,899-98.4% | $13,390-98.3% |