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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,015 | $212,386-14.3% | $199,883-8.9% | $138,895+31.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.45% | 47.75%-30.3pp | 43.81%-26.4pp | 145.39%-127.9pp |
| Employer contribution / active EE | $12,132 | $6,625+83.1% | $6,261+93.8% | $4,194+189.2% |
| Participant deferral / active EE | $11,051 | $9,617+14.9% | $9,138+20.9% | $6,396+72.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |