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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,520 | $275,752-44.7% | $256,809-40.6% | $198,609-23.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.17% | 34.81%-19.6pp | 32.73%-17.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $3,896 | $7,721-49.5% | $7,263-46.4% | $5,055-22.9% |
| Participant deferral / active EE | $11,093 | $10,037+10.5% | $9,520+16.5% | $6,977+59.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |