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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,953 | $201,344-19.1% | $184,243-11.6% | $145,877+11.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $26,132 | $7,022+272.1% | $6,427+306.6% | $4,663+460.4% |
| Participant deferral / active EE | $14,063 | $9,807+43.4% | $9,132+54.0% | $6,691+110.2% |
| Admin fee / account holder | $46 | $16,382-99.7% | $13,914-99.7% | $13,402-99.7% |