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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,361 | $212,386-30.6% | $199,883-26.3% | $138,895+6.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.18% | 47.75%-25.6pp | 43.81%-21.6pp | 145.39%-123.2pp |
| Employer contribution / active EE | $5,515 | $6,625-16.8% | $6,261-11.9% | $4,194+31.5% |
| Participant deferral / active EE | $7,833 | $9,617-18.5% | $9,138-14.3% | $6,396+22.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |