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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,571 | $201,264-8.8% | $184,185-0.3% | $145,978+25.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.36% | 29.00%-14.6pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $12,873 | $7,021+83.4% | $6,426+100.3% | $4,662+176.1% |
| Participant deferral / active EE | $15,752 | $9,806+60.6% | $9,132+72.5% | $6,690+135.5% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |