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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,781 | $201,259-21.6% | $184,200-14.3% | $145,959+8.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $4,604 | $7,018-34.4% | $6,424-28.3% | $4,661-1.2% |
| Participant deferral / active EE | $9,763 | $9,806-0.4% | $9,132+6.9% | $6,689+46.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |