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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,334 | $176,794-14.4% | $146,647+3.2% | $167,553-9.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.20% | 24.04%-1.8pp | 22.75%-0.5pp | 478.89%-456.7pp |
| Employer contribution / active EE | $3,531 | $5,161-31.6% | $4,137-14.6% | $4,840-27.0% |
| Participant deferral / active EE | $16,182 | $6,440+151.3% | $5,506+193.9% | $6,343+155.1% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |