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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,780 | $201,344-26.6% | $184,243-19.8% | $145,877+1.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 29.01%-15.3pp | 28.82%-15.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $7,099 | $7,022+1.1% | $6,427+10.5% | $4,663+52.2% |
| Participant deferral / active EE | $15,456 | $9,807+57.6% | $9,132+69.2% | $6,691+131.0% |
| Admin fee / account holder | $15 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |