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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,081 | $201,344-24.5% | $184,243-17.5% | $145,877+4.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 29.01%-11.5pp | 28.82%-11.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $5,127 | $7,022-27.0% | $6,427-20.2% | $4,663+9.9% |
| Participant deferral / active EE | $14,527 | $9,807+48.1% | $9,132+59.1% | $6,691+117.1% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |