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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,653 | $201,344-10.8% | $184,243-2.5% | $145,877+23.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.59% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $11,028 | $7,022+57.0% | $6,427+71.6% | $4,663+136.5% |
| Participant deferral / active EE | $15,494 | $9,807+58.0% | $9,132+69.7% | $6,691+131.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |