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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,144 | $201,370-24.9% | $184,256-18.0% | $145,897+3.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.15% | 29.05%-14.9pp | 28.85%-14.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $5,600 | $7,024-20.3% | $6,427-12.9% | $4,663+20.1% |
| Participant deferral / active EE | $13,199 | $9,808+34.6% | $9,133+44.5% | $6,689+97.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |