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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,493 | $135,905+30.6% | $126,068+40.8% | $198,609-10.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.64% | 14.07%-0.4pp | 15.01%-1.4pp | 202.70%-189.1pp |
| Employer contribution / active EE | $16,000 | $4,245+276.9% | $3,968+303.2% | $5,055+216.5% |
| Participant deferral / active EE | $11,920 | $8,523+39.8% | $8,214+45.1% | $6,977+70.9% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |