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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,229 | $201,344-11.5% | $184,243-3.3% | $145,877+22.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.28% | 29.01%-7.7pp | 28.82%-7.5pp | 551.28%-530.0pp |
| Employer contribution / active EE | $16,404 | $7,022+133.6% | $6,427+155.2% | $4,663+251.8% |
| Participant deferral / active EE | $12,967 | $9,807+32.2% | $9,132+42.0% | $6,691+93.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |