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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,139 | $213,785-22.3% | $185,441-10.4% | $155,188+7.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 22.21% | 19.97%+2.2pp | 20.16%+2.0pp | 148.84%-126.6pp |
| Employer contribution / active EE | $18,255 | $5,393+238.5% | $4,672+290.7% | $4,248+329.8% |
| Participant deferral / active EE | $5,562 | $6,864-19.0% | $6,152-9.6% | $6,531-14.8% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |