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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,559 | $212,386-17.3% | $199,883-12.2% | $138,895+26.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.10% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,471 | $6,625-62.7% | $6,261-60.5% | $4,194-41.1% |
| Participant deferral / active EE | $10,968 | $9,617+14.0% | $9,138+20.0% | $6,396+71.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |