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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,571 | $201,344-8.8% | $184,243-0.4% | $145,877+25.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.36% | 29.01%-14.6pp | 28.82%-14.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $12,873 | $7,022+83.3% | $6,427+100.3% | $4,663+176.1% |
| Participant deferral / active EE | $15,752 | $9,807+60.6% | $9,132+72.5% | $6,691+135.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |