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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,493 | $107,666+64.9% | $102,184+73.7% | $154,746+14.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.64% | 29.33%-15.7pp | 31.58%-17.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $16,000 | $3,846+316.0% | $3,594+345.2% | $4,379+265.4% |
| Participant deferral / active EE | $11,920 | $8,719+36.7% | $8,309+43.5% | $6,730+77.1% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |