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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,015 | $223,823-18.7% | $211,142-13.8% | $154,746+17.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.45% | 50.39%-32.9pp | 46.84%-29.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $12,132 | $6,787+78.8% | $6,442+88.3% | $4,379+177.0% |
| Participant deferral / active EE | $11,051 | $9,750+13.3% | $9,284+19.0% | $6,730+64.2% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |