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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,176 | $212,386-27.4% | $199,883-22.9% | $138,895+11.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.74% | 47.75%-34.0pp | 43.81%-30.1pp | 145.39%-131.7pp |
| Employer contribution / active EE | $15,776 | $6,625+138.1% | $6,261+152.0% | $4,194+276.1% |
| Participant deferral / active EE | $7,667 | $9,617-20.3% | $9,138-16.1% | $6,396+19.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |