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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,381 | $201,264-19.3% | $184,185-11.8% | $145,978+11.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.03% | 29.00%-14.0pp | 28.81%-13.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,641 | $7,021-62.4% | $6,426-58.9% | $4,662-43.3% |
| Participant deferral / active EE | $11,804 | $9,806+20.4% | $9,132+29.3% | $6,690+76.5% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |