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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,046 | $201,370-3.1% | $184,256+5.9% | $145,897+33.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 29.05%-16.5pp | 28.85%-16.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $21,950 | $7,024+212.5% | $6,427+241.5% | $4,663+370.8% |
| Participant deferral / active EE | $10,373 | $9,808+5.8% | $9,133+13.6% | $6,689+55.1% |
| Admin fee / account holder | $112 | $16,364-99.3% | $13,899-99.2% | $13,390-99.2% |