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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,571 | $201,370-8.8% | $184,256-0.4% | $145,897+25.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.36% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $12,873 | $7,024+83.3% | $6,427+100.3% | $4,663+176.1% |
| Participant deferral / active EE | $15,752 | $9,808+60.6% | $9,133+72.5% | $6,689+135.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |