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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,361 | $275,752-46.6% | $256,809-42.6% | $198,609-25.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.18% | 34.81%-12.6pp | 32.73%-10.5pp | 202.70%-180.5pp |
| Employer contribution / active EE | $5,515 | $7,721-28.6% | $7,263-24.1% | $5,055+9.1% |
| Participant deferral / active EE | $7,833 | $10,037-22.0% | $9,520-17.7% | $6,977+12.3% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |