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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,199 | $162,812-11.4% | $133,971+7.6% | $158,966-9.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.05% | 41.94%-23.9pp | 45.09%-27.0pp | 302.95%-284.9pp |
| Employer contribution / active EE | $4,790 | $4,976-3.7% | $3,919+22.2% | $4,762+0.6% |
| Participant deferral / active EE | $15,579 | $5,910+163.6% | $5,047+208.7% | $5,983+160.4% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |