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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,323 | $201,259-27.3% | $184,200-20.6% | $145,959+0.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.98% | 28.98%-16.0pp | 28.80%-15.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $10,514 | $7,018+49.8% | $6,424+63.7% | $4,661+125.6% |
| Participant deferral / active EE | $15,426 | $9,806+57.3% | $9,132+68.9% | $6,689+130.6% |
| Admin fee / account holder | $189 | $16,372-98.8% | $13,907-98.6% | $13,398-98.6% |