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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,347 | $201,344-13.4% | $184,243-5.4% | $145,877+19.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.53% | 29.01%-14.5pp | 28.82%-14.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $15,131 | $7,022+115.5% | $6,427+135.4% | $4,663+224.5% |
| Participant deferral / active EE | $15,950 | $9,807+62.6% | $9,132+74.7% | $6,691+138.4% |
| Admin fee / account holder | $77 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |