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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,614 | $201,370-13.3% | $184,256-5.2% | $145,897+19.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.26% | 29.05%-12.8pp | 28.85%-12.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $10,585 | $7,024+50.7% | $6,427+64.7% | $4,663+127.0% |
| Participant deferral / active EE | $12,778 | $9,808+30.3% | $9,133+39.9% | $6,689+91.0% |
| Admin fee / account holder | $265 | $16,364-98.4% | $13,899-98.1% | $13,390-98.0% |