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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,081 | $201,370-24.5% | $184,256-17.5% | $145,897+4.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.8pp |
| Employer contribution / active EE | $5,127 | $7,024-27.0% | $6,427-20.2% | $4,663+10.0% |
| Participant deferral / active EE | $14,527 | $9,808+48.1% | $9,133+59.1% | $6,689+117.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |