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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,046 | $201,344-3.1% | $184,243+5.9% | $145,877+33.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 29.01%-16.5pp | 28.82%-16.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $21,950 | $7,022+212.6% | $6,427+241.5% | $4,663+370.7% |
| Participant deferral / active EE | $10,373 | $9,807+5.8% | $9,132+13.6% | $6,691+55.0% |
| Admin fee / account holder | $112 | $16,382-99.3% | $13,914-99.2% | $13,402-99.2% |