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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,786 | $201,370-12.2% | $184,256-4.1% | $145,897+21.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.88% | 29.05%-8.2pp | 28.85%-8.0pp | 552.29%-531.4pp |
| Employer contribution / active EE | $24,834 | $7,024+253.6% | $6,427+286.4% | $4,663+432.6% |
| Participant deferral / active EE | $20,417 | $9,808+108.2% | $9,133+123.5% | $6,689+205.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |