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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,802 | $201,370-9.7% | $184,256-1.3% | $145,897+24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.00% | 29.05%-9.0pp | 28.85%-8.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $3,576 | $7,024-49.1% | $6,427-44.4% | $4,663-23.3% |
| Participant deferral / active EE | $5,737 | $9,808-41.5% | $9,133-37.2% | $6,689-14.2% |
| Admin fee / account holder | $22 | $16,364-99.9% | $13,899-99.8% | $13,390-99.8% |