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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,323 | $201,370-27.3% | $184,256-20.6% | $145,897+0.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.98% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $10,514 | $7,024+49.7% | $6,427+63.6% | $4,663+125.5% |
| Participant deferral / active EE | $15,426 | $9,808+57.3% | $9,133+68.9% | $6,689+130.6% |
| Admin fee / account holder | $189 | $16,364-98.8% | $13,899-98.6% | $13,390-98.6% |